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 | $63,215 | $89,364-29.3% | $141,177-55.2% | $72,983-13.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 17.91% | 111.86%-94.0pp | 71.40%-53.5pp | 81.01%-63.1pp |
| Employer contribution / active EE | $7,274 | $3,115+133.5% | $4,736+53.6% | $2,440+198.1% |
| Participant deferral / active EE | $9,096 | $5,419+67.9% | $6,710+35.6% | $3,608+152.1% |
| Admin fee / account holder | $9,206 | $5,959+54.5% | $10,263-10.3% | $5,124+79.7% |