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 | $134,884 | $165,939-18.7% | $122,354+10.2% | $147,586-8.6% |
| Participation rate | 88.9% | 79.6%+9.3pp | 71.6%+17.2pp | 82.8%+6.1pp |
| Annual return | 3.96% | 34.56%-30.6pp | 30.28%-26.3pp | 578.59%-574.6pp |
| Employer contribution / active EE | $15,773 | $5,754+174.1% | $4,051+289.4% | $4,876+223.5% |
| Participant deferral / active EE | $0 | $4,005-100.0% | $3,287-100.0% | $5,439-100.0% |
| Admin fee / account holder | $5,809 | $7,425-21.8% | $5,479+6.0% | $10,886-46.6% |