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 | $178,639 | $100,073+78.5% | $85,126+109.9% | $145,877+22.5% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 7.10% | 84.11%-77.0pp | 66.63%-59.5pp | 551.28%-544.2pp |
| Employer contribution / active EE | $2,221 | $3,236-31.4% | $2,731-18.7% | $4,663-52.4% |
| Participant deferral / active EE | $3,200 | $5,294-39.6% | $4,523-29.3% | $6,691-52.2% |
| Admin fee / account holder | $211,448 | $7,261+2812.1% | $6,160+3332.4% | $13,402+1477.7% |