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 | $80,383 | $105,284-23.7% | $150,734-46.7% | $94,015-14.5% |
| Participation rate | 80.0% | 71.7%+8.3pp | 78.4%+1.6pp | 70.8%+9.2pp |
| Annual return | 8.98% | 15.67%-6.7pp | 600.81%-591.8pp | 17.84%-8.9pp |
| Employer contribution / active EE | $1,214 | $3,599-66.3% | $4,918-75.3% | $2,790-56.5% |
| Participant deferral / active EE | $2,627 | $4,274-38.5% | $5,610-53.2% | $4,249-38.2% |
| Admin fee / account holder | $5,182 | $9,839-47.3% | $14,905-65.2% | $8,951-42.1% |