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 | $28,800 | $72,071-60.0% | $68,368-57.9% | $137,256-79.0% |
| Participation rate | 81.0% | 76.2%+4.7pp | 73.8%+7.2pp | 80.0%+1.0pp |
| Annual return | 10.38% | 353.14%-342.8pp | 292.57%-282.2pp | 220.34%-210.0pp |
| Employer contribution / active EE | $1,938 | $2,788-30.5% | $2,649-26.9% | $4,156-53.4% |
| Participant deferral / active EE | $2,037 | $4,410-53.8% | $4,123-50.6% | $6,407-68.2% |
| Admin fee / account holder | $4,601 | $5,336-13.8% | $5,150-10.7% | $12,270-62.5% |