Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $96,905 | $101,618-4.6% | $93,063+4.1% | $137,256-29.4% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 6.07% | 223.95%-217.9pp | 34.15%-28.1pp | 220.34%-214.3pp |
| Employer contribution / active EE | $23,454 | $2,707+766.4% | $2,476+847.2% | $4,156+464.3% |
| Participant deferral / active EE | $6,827 | $4,279+59.5% | $3,958+72.5% | $6,407+6.6% |
| Admin fee / account holder | $2,666 | $6,198-57.0% | $6,033-55.8% | $12,270-78.3% |