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 | $27,029 | $49,976-45.9% | $66,674-59.5% | $82,637-67.3% |
| Participation rate | 100.0% | 63.1%+36.9pp | 73.7%+26.3pp | 68.1%+31.9pp |
| Annual return | 10.05% | 39.09%-29.0pp | 321.24%-311.2pp | 53.51%-43.5pp |
| Employer contribution / active EE | $3,160 | $1,988+58.9% | $2,620+20.6% | $2,552+23.8% |
| Participant deferral / active EE | $2,588 | $2,847-9.1% | $4,084-36.6% | $4,126-37.3% |
| Admin fee / account holder | $5,249 | $4,594+14.3% | $5,098+3.0% | $7,339-28.5% |