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 | $93,443 | $102,385-8.7% | $147,080-36.5% | $80,935+15.5% |
| Participation rate | 88.9% | 75.9%+13.0pp | 82.2%+6.7pp | 67.7%+21.2pp |
| Annual return | 9.09% | 135.09%-126.0pp | 420.17%-411.1pp | 35.66%-26.6pp |
| Employer contribution / active EE | $7,672 | $3,717+106.4% | $4,933+55.5% | $2,757+178.3% |
| Participant deferral / active EE | $6,920 | $6,651+4.0% | $8,066-14.2% | $4,299+60.9% |
| Admin fee / account holder | $7,491 | $7,951-5.8% | $12,989-42.3% | $6,924+8.2% |