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 | $64,357 | $102,429-37.2% | $147,096-56.2% | $80,925-20.5% |
| Participation rate | 78.3% | 75.9%+2.4pp | 82.2%-3.9pp | 67.7%+10.6pp |
| Annual return | 11.71% | 135.02%-123.3pp | 419.75%-408.0pp | 35.65%-23.9pp |
| Employer contribution / active EE | $2,076 | $3,716-44.1% | $4,936-57.9% | $2,756-24.7% |
| Participant deferral / active EE | $2,966 | $6,649-55.4% | $8,071-63.3% | $4,299-31.0% |
| Admin fee / account holder | $3,131 | $7,957-60.6% | $13,005-75.9% | $6,940-54.9% |