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 | $68,019 | $109,411-37.8% | $89,435-23.9% | $158,982-57.2% |
| Participation rate | 84.2% | 74.3%+9.9pp | 68.0%+16.2pp | 82.0%+2.2pp |
| Annual return | 4.53% | 345.68%-341.1pp | 245.55%-241.0pp | 302.99%-298.5pp |
| Employer contribution / active EE | $346 | $3,173-89.1% | $2,587-86.6% | $4,763-92.7% |
| Participant deferral / active EE | $2,397 | $4,600-47.9% | $3,890-38.4% | $5,983-59.9% |
| Admin fee / account holder | $3,087 | $6,159-49.9% | $4,884-36.8% | $11,252-72.6% |