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 | $25,103 | $52,353-52.1% | $120,225-79.1% | $82,448-69.6% |
| Participation rate | 100.0% | 58.3%+41.7pp | 69.6%+30.4pp | 68.1%+31.9pp |
| Annual return | 12.77% | 61.85%-49.1pp | 439.23%-426.5pp | 41.64%-28.9pp |
| Employer contribution / active EE | $2,330 | $1,510+54.3% | $3,475-33.0% | $2,551-8.7% |
| Participant deferral / active EE | $2,506 | $2,627-4.6% | $3,999-37.3% | $4,139-39.5% |
| Admin fee / account holder | $1,686 | $4,363-61.3% | $5,696-70.4% | $7,234-76.7% |