Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $68,830 | $132,634-48.1% | $115,768-40.5% | $137,256-49.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 7.40% | 160.70%-153.3pp | 100.46%-93.1pp | 220.34%-212.9pp |
| Employer contribution / active EE | $17,239 | $3,360+413.1% | $2,940+486.4% | $4,156+314.8% |
| Participant deferral / active EE | $2,943 | $5,619-47.6% | $4,917-40.1% | $6,407-54.1% |
| Admin fee / account holder | $911 | $15,028-93.9% | $12,439-92.7% | $12,270-92.6% |