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 | $27,426 | $88,778-69.1% | $81,844-66.5% | $145,884-81.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 5.15% | 1033.03%-1027.9pp | 778.87%-773.7pp | 551.85%-546.7pp |
| Employer contribution / active EE | $395 | $3,087-87.2% | $2,916-86.4% | $4,662-91.5% |
| Participant deferral / active EE | $4,221 | $4,648-9.2% | $4,323-2.4% | $6,690-36.9% |
| Admin fee / account holder | $4,040 | $8,430-52.1% | $7,355-45.1% | $13,392-69.8% |