Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $81,479 | $183,539-55.6% | $155,556-47.6% | $145,897-44.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 7.22% | 61.31%-54.1pp | 64.84%-57.6pp | 552.29%-545.1pp |
| Employer contribution / active EE | $10,672 | $5,315+100.8% | $4,675+128.2% | $4,663+128.9% |
| Participant deferral / active EE | $15,333 | $6,467+137.1% | $5,631+172.3% | $6,689+129.2% |
| Admin fee / account holder | $737 | $19,275-96.2% | $15,885-95.4% | $13,390-94.5% |