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 | $142,508 | $106,008+34.4% | $92,240+54.5% | $147,586-3.4% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 9.48% | 50.05%-40.6pp | 176.29%-166.8pp | 578.59%-569.1pp |
| Employer contribution / active EE | $14,563 | $4,333+236.1% | $3,680+295.8% | $4,876+198.6% |
| Participant deferral / active EE | $8,390 | $4,478+87.3% | $3,897+115.3% | $5,439+54.3% |
| Admin fee / account holder | $11,528 | $6,333+82.0% | $5,194+122.0% | $10,886+5.9% |