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 | $65,447 | $171,867-61.9% | $149,721-56.3% | $147,586-55.7% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 8.49% | 2113.36%-2104.9pp | 1501.67%-1493.2pp | 578.59%-570.1pp |
| Employer contribution / active EE | $16,124 | $6,275+157.0% | $5,444+196.2% | $4,876+230.7% |
| Participant deferral / active EE | $3,138 | $7,270-56.8% | $6,568-52.2% | $5,439-42.3% |
| Admin fee / account holder | $9,398 | $13,799-31.9% | $11,282-16.7% | $10,886-13.7% |