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 | $63,028 | $165,399-61.9% | $149,745-57.9% | $158,982-60.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 6.57% | 348.34%-341.8pp | 276.72%-270.2pp | 302.99%-296.4pp |
| Employer contribution / active EE | $4,807 | $5,105-5.8% | $4,646+3.5% | $4,763+0.9% |
| Participant deferral / active EE | $5,926 | $7,183-17.5% | $6,843-13.4% | $5,983-1.0% |
| Admin fee / account holder | $760 | $10,811-93.0% | $9,312-91.8% | $11,252-93.2% |