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 | $99,124 | $88,672+11.8% | $105,223-5.8% | $82,448+20.2% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 11.67% | 30.86%-19.2pp | 180.65%-169.0pp | 41.64%-30.0pp |
| Employer contribution / active EE | $9,478 | $3,048+211.0% | $3,689+157.0% | $2,551+271.5% |
| Participant deferral / active EE | $2,956 | $4,036-26.7% | $5,072-41.7% | $4,139-28.6% |
| Admin fee / account holder | $9,412 | $7,146+31.7% | $8,859+6.2% | $7,234+30.1% |