Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $93,048 | $102,422-9.2% | $147,117-36.8% | $80,959+14.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 11.54% | 135.16%-123.6pp | 420.54%-409.0pp | 35.67%-24.1pp |
| Employer contribution / active EE | $3,056 | $3,717-17.8% | $4,932-38.0% | $2,757+10.8% |
| Participant deferral / active EE | $7,805 | $6,652+17.3% | $8,065-3.2% | $4,300+81.5% |
| Admin fee / account holder | $889 | $7,953-88.8% | $12,993-93.2% | $6,925-87.2% |