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 | $58,810 | $58,258+0.9% | $81,820-28.1% | $80,925-27.3% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.4%+27.6pp | 67.7%+32.3pp |
| Annual return | 8.08% | 41.76%-33.7pp | 777.93%-769.8pp | 35.65%-27.6pp |
| Employer contribution / active EE | $2,482 | $2,345+5.8% | $2,915-14.9% | $2,756-10.0% |
| Participant deferral / active EE | $2,392 | $3,284-27.2% | $4,323-44.7% | $4,299-44.4% |
| Admin fee / account holder | $2,678 | $4,976-46.2% | $7,391-63.8% | $6,940-61.4% |