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 | $91,866 | $89,367+2.8% | $141,191-34.9% | $72,975+25.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 17.44% | 111.87%-94.4pp | 71.41%-54.0pp | 81.01%-63.6pp |
| Employer contribution / active EE | $6,320 | $3,115+102.9% | $4,736+33.4% | $2,440+159.0% |
| Participant deferral / active EE | $4,475 | $5,419-17.4% | $6,710-33.3% | $3,608+24.0% |
| Admin fee / account holder | $2,113 | $5,957-64.5% | $10,264-79.4% | $5,124-58.8% |