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 | $53,219 | $102,422-48.0% | $147,117-63.8% | $80,959-34.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 10.55% | 135.16%-124.6pp | 420.54%-410.0pp | 35.67%-25.1pp |
| Employer contribution / active EE | $14,179 | $3,717+281.4% | $4,932+187.5% | $2,757+414.3% |
| Participant deferral / active EE | $6,501 | $6,652-2.3% | $8,065-19.4% | $4,300+51.2% |
| Admin fee / account holder | $2,973 | $7,953-62.6% | $12,993-77.1% | $6,925-57.1% |