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 | $36,419 | $57,305-36.4% | $86,640-58.0% | $75,173-51.6% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 12.95% | 2674.24%-2661.3pp | 592.52%-579.6pp | 160.72%-147.8pp |
| Employer contribution / active EE | $2,725 | $2,316+17.7% | $3,024-9.9% | $2,671+2.0% |
| Participant deferral / active EE | $3,786 | $3,320+14.0% | $4,438-14.7% | $4,126-8.3% |
| Admin fee / account holder | $1,032 | $4,116-74.9% | $5,616-81.6% | $5,651-81.7% |