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 | $57,051 | $102,385-44.3% | $147,080-61.2% | $80,935-29.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 8.80% | 135.09%-126.3pp | 420.17%-411.4pp | 35.66%-26.9pp |
| Employer contribution / active EE | $4,497 | $3,717+21.0% | $4,933-8.8% | $2,757+63.1% |
| Participant deferral / active EE | $3,594 | $6,651-46.0% | $8,066-55.4% | $4,299-16.4% |
| Admin fee / account holder | $1,106 | $7,951-86.1% | $12,989-91.5% | $6,924-84.0% |