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 | $109,224 | $111,535-2.1% | $105,223+3.8% | $137,256-20.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 4.48% | 237.85%-233.4pp | 180.65%-176.2pp | 220.34%-215.9pp |
| Employer contribution / active EE | $2,063 | $3,939-47.6% | $3,689-44.1% | $4,156-50.4% |
| Participant deferral / active EE | $2,057 | $5,500-62.6% | $5,072-59.4% | $6,407-67.9% |
| Admin fee / account holder | $446 | $9,721-95.4% | $8,859-95.0% | $12,270-96.4% |