Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $71,151 | $157,304-54.8% | $141,197-49.6% | $152,909-53.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 2.33% | 64.34%-62.0pp | 71.41%-69.1pp | 345.46%-343.1pp |
| Employer contribution / active EE | $2,020 | $5,263-61.6% | $4,736-57.3% | $4,764-57.6% |
| Participant deferral / active EE | $4,900 | $7,111-31.1% | $6,710-27.0% | $5,851-16.3% |
| Admin fee / account holder | $422 | $12,126-96.5% | $10,265-95.9% | $11,601-96.4% |