Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $41,777 | $69,248-39.7% | $64,101-34.8% | $139,466-70.0% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 9.00% | 45.95%-37.0pp | 33.72%-24.7pp | 373.66%-364.7pp |
| Employer contribution / active EE | $5,162 | $3,185+62.1% | $2,749+87.8% | $4,754+8.6% |
| Participant deferral / active EE | $0 | $4,682-100.0% | $3,881-100.0% | $6,712-100.0% |
| Admin fee / account holder | $486 | $4,247-88.6% | $3,070-84.2% | $11,409-95.7% |