Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $49,152 | $102,385-52.0% | $147,080-66.6% | $80,935-39.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 11.21% | 135.09%-123.9pp | 420.17%-409.0pp | 35.66%-24.4pp |
| Employer contribution / active EE | $6,072 | $3,717+63.4% | $4,933+23.1% | $2,757+120.2% |
| Participant deferral / active EE | $6,954 | $6,651+4.6% | $8,066-13.8% | $4,299+61.7% |
| Admin fee / account holder | $12,706 | $7,951+59.8% | $12,989-2.2% | $6,924+83.5% |