Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $59,931 | $88,754-32.5% | $81,820-26.8% | $145,877-58.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 9.43% | 1031.77%-1022.3pp | 777.93%-768.5pp | 551.28%-541.9pp |
| Employer contribution / active EE | $4,407 | $3,085+42.8% | $2,915+51.2% | $4,663-5.5% |
| Participant deferral / active EE | $3,491 | $4,648-24.9% | $4,323-19.2% | $6,691-47.8% |
| Admin fee / account holder | $1,632 | $8,424-80.6% | $7,391-77.9% | $13,402-87.8% |