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 | $63,447 | $115,810-45.2% | $101,271-37.3% | $158,966-60.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 3.38% | 56.15%-52.8pp | 46.48%-43.1pp | 302.95%-299.6pp |
| Employer contribution / active EE | $5,493 | $4,175+31.6% | $3,660+50.1% | $4,762+15.3% |
| Participant deferral / active EE | $6,591 | $4,958+32.9% | $4,371+50.8% | $5,983+10.2% |
| Admin fee / account holder | $2,128 | $7,248-70.6% | $5,948-64.2% | $11,250-81.1% |