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 | $90,599 | $183,592-50.7% | $155,567-41.8% | $145,959-37.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 4.90% | 61.24%-56.3pp | 64.74%-59.8pp | 561.95%-557.0pp |
| Employer contribution / active EE | $8,868 | $5,315+66.9% | $4,674+89.7% | $4,661+90.3% |
| Participant deferral / active EE | $7,625 | $6,464+18.0% | $5,628+35.5% | $6,689+14.0% |
| Admin fee / account holder | $2,202 | $19,318-88.6% | $15,916-86.2% | $13,398-83.6% |