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 | $36,592 | $102,595-64.3% | $94,057-61.1% | $154,746-76.4% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 2.90% | 583.42%-580.5pp | 480.62%-477.7pp | 172.34%-169.4pp |
| Employer contribution / active EE | $1,707 | $3,147-45.8% | $2,933-41.8% | $4,379-61.0% |
| Participant deferral / active EE | $3,969 | $5,118-22.5% | $4,709-15.7% | $6,730-41.0% |
| Admin fee / account holder | $24,398 | $7,736+215.4% | $7,244+236.8% | $14,365+69.8% |