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 | $45,611 | $184,000-75.2% | $162,185-71.9% | $152,909-70.2% |
| Participation rate | 70.6% | 88.5%-17.9pp | 87.6%-17.0pp | 82.5%-11.9pp |
| Annual return | 9.57% | 150.80%-141.2pp | 115.61%-106.0pp | 345.46%-335.9pp |
| Employer contribution / active EE | $2,280 | $6,370-64.2% | $5,613-59.4% | $4,764-52.1% |
| Participant deferral / active EE | $4,690 | $8,033-41.6% | $7,297-35.7% | $5,851-19.8% |
| Admin fee / account holder | $5,119 | $13,124-61.0% | $10,844-52.8% | $11,601-55.9% |