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 | $19,963 | $160,028-87.5% | $147,080-86.4% | $145,884-86.3% |
| Participation rate | 76.9% | 84.0%-7.1pp | 82.2%-5.3pp | 80.3%-3.4pp |
| Annual return | 8.92% | 98.60%-89.7pp | 420.17%-411.2pp | 551.85%-542.9pp |
| Employer contribution / active EE | $2,090 | $5,286-60.5% | $4,933-57.6% | $4,662-55.2% |
| Participant deferral / active EE | $6,231 | $8,422-26.0% | $8,066-22.7% | $6,690-6.8% |
| Admin fee / account holder | $738 | $15,030-95.1% | $12,989-94.3% | $13,392-94.5% |