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 | $104,425 | $70,366+48.4% | $66,674+56.6% | $138,895-24.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 8.99% | 386.41%-377.4pp | 321.24%-312.3pp | 145.39%-136.4pp |
| Employer contribution / active EE | $1,112 | $2,765-59.8% | $2,620-57.6% | $4,194-73.5% |
| Participant deferral / active EE | $6,509 | $4,374+48.8% | $4,084+59.4% | $6,396+1.8% |
| Admin fee / account holder | $2,207 | $5,262-58.1% | $5,098-56.7% | $12,562-82.4% |