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 | $57,539 | $89,367-35.6% | $141,191-59.2% | $72,975-21.2% |
| Participation rate | 93.6% | 75.1%+18.5pp | 82.5%+11.1pp | 69.5%+24.1pp |
| Annual return | 16.44% | 111.87%-95.4pp | 71.41%-55.0pp | 81.01%-64.6pp |
| Employer contribution / active EE | $2,437 | $3,115-21.7% | $4,736-48.5% | $2,440-0.1% |
| Participant deferral / active EE | $2,798 | $5,419-48.4% | $6,710-58.3% | $3,608-22.5% |
| Admin fee / account holder | $7,464 | $5,957+25.3% | $10,264-27.3% | $5,124+45.7% |