Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $23,854 | $68,097-65.0% | $62,929-62.1% | $137,256-82.6% |
| Participation rate | 87.5% | 77.4%+10.1pp | 73.1%+14.4pp | 80.0%+7.5pp |
| Annual return | 10.89% | 1859.11%-1848.2pp | 1063.93%-1053.0pp | 220.34%-209.5pp |
| Employer contribution / active EE | $1,139 | $2,811-59.5% | $2,505-54.5% | $4,156-72.6% |
| Participant deferral / active EE | $1,843 | $4,553-59.5% | $3,888-52.6% | $6,407-71.2% |
| Admin fee / account holder | $1,335 | $6,521-79.5% | $5,065-73.6% | $12,270-89.1% |