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 | $142,404 | $104,953+35.7% | $84,637+68.3% | $152,909-6.9% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.5%+17.5pp |
| Annual return | 0.13% | 373.94%-373.8pp | 258.82%-258.7pp | 345.46%-345.3pp |
| Employer contribution / active EE | $1,361 | $3,304-58.8% | $2,653-48.7% | $4,764-71.4% |
| Participant deferral / active EE | $1,282 | $4,691-72.7% | $3,900-67.1% | $5,851-78.1% |
| Admin fee / account holder | $479 | $6,244-92.3% | $4,914-90.3% | $11,601-95.9% |