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 | $70,417 | $48,570+45.0% | $130,660-46.1% | $72,975-3.5% |
| Participation rate | 100.0% | 58.6%+41.4pp | 71.7%+28.3pp | 69.5%+30.5pp |
| Annual return | 14.93% | 38.63%-23.7pp | 1709.29%-1694.4pp | 81.01%-66.1pp |
| Employer contribution / active EE | $2,030 | $1,334+52.2% | $4,092-50.4% | $2,440-16.8% |
| Participant deferral / active EE | $942 | $2,384-60.5% | $3,603-73.9% | $3,608-73.9% |
| Admin fee / account holder | $873 | $3,549-75.4% | $5,463-84.0% | $5,124-83.0% |