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 | $72,577 | $108,942-33.4% | $100,415-27.7% | $145,897-50.3% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 9.55% | 58.27%-48.7pp | 49.47%-39.9pp | 552.29%-542.7pp |
| Employer contribution / active EE | $2,991 | $4,422-32.4% | $3,943-24.1% | $4,663-35.9% |
| Participant deferral / active EE | $6,579 | $8,461-22.2% | $8,091-18.7% | $6,689-1.6% |
| Admin fee / account holder | $308 | $9,702-96.8% | $7,906-96.1% | $13,390-97.7% |