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 | $43,449 | $58,241-25.4% | $81,780-46.9% | $80,911-46.3% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.4%+27.6pp | 67.6%+32.4pp |
| Annual return | 8.62% | 41.73%-33.1pp | 776.27%-767.7pp | 35.63%-27.0pp |
| Employer contribution / active EE | $1,681 | $2,343-28.3% | $2,914-42.3% | $2,756-39.0% |
| Participant deferral / active EE | $4,279 | $3,283+30.3% | $4,321-1.0% | $4,297-0.4% |
| Admin fee / account holder | $2,083 | $4,973-58.1% | $7,384-71.8% | $6,935-70.0% |