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 | $67,699 | $85,766-21.1% | $136,298-50.3% | $70,126-3.5% |
| Participation rate | 88.0% | 74.2%+13.8pp | 81.9%+6.1pp | 69.5%+18.5pp |
| Annual return | 12.23% | 31.46%-19.2pp | 5156.27%-5144.0pp | 73.15%-60.9pp |
| Employer contribution / active EE | $3,010 | $2,966+1.5% | $4,696-35.9% | $2,343+28.5% |
| Participant deferral / active EE | $6,617 | $5,051+31.0% | $6,247+5.9% | $3,332+98.6% |
| Admin fee / account holder | $17,788 | $5,421+228.2% | $9,244+92.4% | $4,645+282.9% |