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 | $154,393 | $65,566+135.5% | $86,235+79.0% | $75,177+105.4% |
| Participation rate | 100.0% | 60.5%+39.5pp | 69.0%+31.0pp | 67.2%+32.8pp |
| Annual return | 12.19% | 46.07%-33.9pp | 1170.03%-1157.8pp | 160.75%-148.6pp |
| Employer contribution / active EE | $6,464 | $1,553+316.2% | $2,381+171.5% | $2,671+142.0% |
| Participant deferral / active EE | $5,974 | $3,023+97.6% | $3,987+49.8% | $4,126+44.8% |
| Admin fee / account holder | $1,202 | $5,470-78.0% | $6,856-82.5% | $5,651-78.7% |