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 | $39,626 | $63,342-37.4% | $92,236-57.0% | $70,131-43.5% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 11.69% | 530.15%-518.5pp | 176.29%-164.6pp | 73.14%-61.4pp |
| Employer contribution / active EE | $9,679 | $2,471+291.7% | $3,679+163.1% | $2,342+313.2% |
| Participant deferral / active EE | $2,305 | $2,854-19.2% | $3,897-40.8% | $3,332-30.8% |
| Admin fee / account holder | $2,175 | $3,840-43.4% | $5,194-58.1% | $4,645-53.2% |