Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $47,400 | $175,231-72.9% | $149,696-68.3% | $139,466-66.0% |
| Participation rate | 93.3% | 83.4%+9.9pp | 78.8%+14.6pp | 80.3%+13.0pp |
| Annual return | 7.14% | 166.77%-159.6pp | 134.46%-127.3pp | 373.66%-366.5pp |
| Employer contribution / active EE | $2,294 | $5,478-58.1% | $4,821-52.4% | $4,754-51.8% |
| Participant deferral / active EE | $5,839 | $6,521-10.5% | $5,682+2.8% | $6,712-13.0% |
| Admin fee / account holder | $5,859 | $16,155-63.7% | $13,212-55.7% | $11,409-48.6% |