Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,906 | $58,311-11.0% | $81,882-36.6% | $80,959-35.9% |
| Participation rate | 91.4% | 63.5%+27.9pp | 72.4%+19.0pp | 67.7%+23.8pp |
| Annual return | 5.98% | 41.85%-35.9pp | 779.47%-773.5pp | 35.67%-29.7pp |
| Employer contribution / active EE | $2,049 | $2,347-12.7% | $2,916-29.7% | $2,757-25.7% |
| Participant deferral / active EE | $2,990 | $3,287-9.0% | $4,323-30.8% | $4,300-30.5% |
| Admin fee / account holder | $1,358 | $4,752-71.4% | $7,360-81.5% | $6,925-80.4% |