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 | $242,067 | $100,895+139.9% | $90,430+167.7% | $158,950+52.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 2.79% | 1725.54%-1722.8pp | 1293.73%-1290.9pp | 302.91%-300.1pp |
| Employer contribution / active EE | $14,995 | $3,689+306.5% | $3,262+359.7% | $4,762+214.9% |
| Participant deferral / active EE | $14,300 | $4,347+228.9% | $3,963+260.9% | $5,983+139.0% |
| Admin fee / account holder | $1,802 | $6,505-72.3% | $5,613-67.9% | $11,248-84.0% |