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 | $24,100 | $157,296-84.7% | $141,191-82.9% | $152,897-84.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 14.34% | 64.34%-50.0pp | 71.41%-57.1pp | 345.43%-331.1pp |
| Employer contribution / active EE | $6,905 | $5,262+31.2% | $4,736+45.8% | $4,764+45.0% |
| Participant deferral / active EE | $4,985 | $7,111-29.9% | $6,710-25.7% | $5,851-14.8% |
| Admin fee / account holder | $470 | $12,125-96.1% | $10,264-95.4% | $11,599-95.9% |