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 | $25,338 | $99,053-74.4% | $88,179-71.3% | $138,895-81.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.1%+30.9pp | 79.9%+20.1pp |
| Annual return | 9.13% | 78.17%-69.0pp | 64.97%-55.8pp | 145.39%-136.3pp |
| Employer contribution / active EE | $2,598 | $2,882-9.8% | $2,549+1.9% | $4,194-38.1% |
| Participant deferral / active EE | $6,258 | $5,225+19.8% | $4,614+35.6% | $6,396-2.2% |
| Admin fee / account holder | $2,068 | $8,748-76.4% | $7,673-73.0% | $12,562-83.5% |