Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $64,455 | $65,034-0.9% | $90,970-29.1% | $79,856-19.3% |
| Participation rate | 100.0% | 61.6%+38.4pp | 69.0%+31.0pp | 69.6%+30.4pp |
| Annual return | 7.42% | 30.45%-23.0pp | 134.60%-127.2pp | 31.71%-24.3pp |
| Employer contribution / active EE | $5,616 | $1,247+350.2% | $2,122+164.7% | $2,471+127.2% |
| Participant deferral / active EE | $3,969 | $2,512+58.0% | $3,373+17.7% | $3,741+6.1% |
| Admin fee / account holder | $1,787 | $4,536-60.6% | $5,961-70.0% | $5,306-66.3% |