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 | $65,991 | $166,268-60.3% | $165,100-60.0% | $145,897-54.8% |
| Participation rate | 87.5% | 82.0%+5.5pp | 78.6%+8.9pp | 80.3%+7.2pp |
| Annual return | 2.97% | 100.52%-97.5pp | 70.21%-67.2pp | 552.29%-549.3pp |
| Employer contribution / active EE | $7,212 | $5,284+36.5% | $4,348+65.9% | $4,663+54.7% |
| Participant deferral / active EE | $20,409 | $6,964+193.1% | $6,035+238.2% | $6,689+205.1% |
| Admin fee / account holder | $5,240 | $16,659-68.5% | $12,696-58.7% | $13,390-60.9% |