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 | $80,251 | $59,804+34.2% | $81,982-2.1% | $79,856+0.5% |
| Participation rate | 100.0% | 61.6%+38.4pp | 69.3%+30.7pp | 69.6%+30.4pp |
| Annual return | 4.30% | 17.56%-13.3pp | 41.31%-37.0pp | 31.71%-27.4pp |
| Employer contribution / active EE | $3,344 | $1,713+95.2% | $2,498+33.9% | $2,471+35.3% |
| Participant deferral / active EE | $0 | $2,695-100.0% | $3,722-100.0% | $3,741-100.0% |
| Admin fee / account holder | $19,157 | $4,288+346.7% | $5,665+238.2% | $5,306+261.0% |