Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $83,854 | $183,592-54.3% | $155,574-46.1% | $145,877-42.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 8.69% | 61.37%-52.7pp | 64.87%-56.2pp | 551.28%-542.6pp |
| Employer contribution / active EE | $2,267 | $5,317-57.4% | $4,676-51.5% | $4,663-51.4% |
| Participant deferral / active EE | $4,876 | $6,466-24.6% | $5,629-13.4% | $6,691-27.1% |
| Admin fee / account holder | $2,446 | $19,316-87.3% | $15,914-84.6% | $13,402-81.7% |