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 | $41,135 | $96,678-57.5% | $86,640-52.5% | $139,466-70.5% |
| Participation rate | 85.0% | 74.4%+10.6pp | 71.7%+13.3pp | 80.3%+4.7pp |
| Annual return | 8.59% | 106.69%-98.1pp | 592.52%-583.9pp | 373.66%-365.1pp |
| Employer contribution / active EE | $2,055 | $3,265-37.1% | $3,024-32.1% | $4,754-56.8% |
| Participant deferral / active EE | $2,141 | $4,837-55.7% | $4,438-51.8% | $6,712-68.1% |
| Admin fee / account holder | $1,400 | $6,410-78.2% | $5,616-75.1% | $11,409-87.7% |