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 | $90,018 | $211,239-57.4% | $178,528-49.6% | $145,877-38.3% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 3.91% | 30.22%-26.3pp | 27.11%-23.2pp | 551.28%-547.4pp |
| Employer contribution / active EE | $3,621 | $4,570-20.8% | $3,950-8.4% | $4,663-22.4% |
| Participant deferral / active EE | $16,891 | $6,963+142.6% | $6,278+169.0% | $6,691+152.5% |
| Admin fee / account holder | $1,688 | $12,095-86.0% | $10,419-83.8% | $13,402-87.4% |