Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $28,477 | $160,028-82.2% | $147,080-80.6% | $145,884-80.5% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 8.41% | 98.60%-90.2pp | 420.17%-411.8pp | 551.85%-543.4pp |
| Employer contribution / active EE | $1,805 | $5,286-65.9% | $4,933-63.4% | $4,662-61.3% |
| Participant deferral / active EE | $4,818 | $8,422-42.8% | $8,066-40.3% | $6,690-28.0% |
| Admin fee / account holder | $5,055 | $15,030-66.4% | $12,989-61.1% | $13,392-62.3% |