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 | $37,714 | $125,237-69.9% | $105,608-64.3% | $145,877-74.1% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 7.98% | 225.76%-217.8pp | 116.50%-108.5pp | 551.28%-543.3pp |
| Employer contribution / active EE | $2,792 | $3,720-25.0% | $3,167-11.8% | $4,663-40.1% |
| Participant deferral / active EE | $4,605 | $5,711-19.4% | $5,010-8.1% | $6,691-31.2% |
| Admin fee / account holder | $1,588 | $17,287-90.8% | $11,028-85.6% | $13,402-88.1% |