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 | $46,943 | $137,414-65.8% | $189,545-75.2% | $85,851-45.3% |
| Participation rate | 83.9% | 84.6%-0.7pp | 87.8%-3.9pp | 69.3%+14.6pp |
| Annual return | 10.96% | 38.14%-27.2pp | 555.36%-544.4pp | 318.63%-307.7pp |
| Employer contribution / active EE | $6,245 | $4,344+43.7% | $6,162+1.3% | $2,565+143.4% |
| Participant deferral / active EE | $7,082 | $6,260+13.1% | $8,220-13.8% | $3,952+79.2% |
| Admin fee / account holder | $3,071 | $8,630-64.4% | $12,049-74.5% | $6,261-50.9% |