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 | $31,329 | $102,422-69.4% | $147,117-78.7% | $80,959-61.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 9.54% | 135.16%-125.6pp | 420.54%-411.0pp | 35.67%-26.1pp |
| Employer contribution / active EE | $3,157 | $3,717-15.1% | $4,932-36.0% | $2,757+14.5% |
| Participant deferral / active EE | $5,951 | $6,652-10.5% | $8,065-26.2% | $4,300+38.4% |
| Admin fee / account holder | $3,051 | $7,953-61.6% | $12,993-76.5% | $6,925-55.9% |