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 | $42,387 | $111,787-62.1% | $93,681-54.8% | $145,978-71.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 7.16% | 203.52%-196.4pp | 133.47%-126.3pp | 550.52%-543.4pp |
| Employer contribution / active EE | $1,061 | $3,093-65.7% | $2,422-56.2% | $4,662-77.3% |
| Participant deferral / active EE | $1,307 | $4,918-73.4% | $4,415-70.4% | $6,690-80.5% |
| Admin fee / account holder | $63,883 | $10,256+522.9% | $8,290+670.6% | $13,400+376.7% |