Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $45,358 | $160,070-71.7% | $147,117-69.2% | $145,897-68.9% |
| Participation rate | 72.7% | 84.0%-11.3pp | 82.2%-9.5pp | 80.3%-7.6pp |
| Annual return | 7.25% | 98.69%-91.4pp | 420.54%-413.3pp | 552.29%-545.0pp |
| Employer contribution / active EE | $2,245 | $5,285-57.5% | $4,932-54.5% | $4,663-51.8% |
| Participant deferral / active EE | $6,478 | $8,419-23.1% | $8,065-19.7% | $6,689-3.2% |
| Admin fee / account holder | $11,454 | $15,035-23.8% | $12,993-11.8% | $13,390-14.5% |