Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $44,307 | $160,070-72.3% | $147,117-69.9% | $145,897-69.6% |
| Participation rate | 70.8% | 84.0%-13.2pp | 82.2%-11.4pp | 80.3%-9.5pp |
| Annual return | 9.16% | 98.69%-89.5pp | 420.54%-411.4pp | 552.29%-543.1pp |
| Employer contribution / active EE | $2,791 | $5,285-47.2% | $4,932-43.4% | $4,663-40.1% |
| Participant deferral / active EE | $4,555 | $8,419-45.9% | $8,065-43.5% | $6,689-31.9% |
| Admin fee / account holder | $1,134 | $15,035-92.5% | $12,993-91.3% | $13,390-91.5% |