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 | $133,274 | $102,393+30.2% | $147,041-9.4% | $80,911+64.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 10.95% | 134.95%-124.0pp | 419.21%-408.3pp | 35.63%-24.7pp |
| Employer contribution / active EE | $5,912 | $3,715+59.1% | $4,935+19.8% | $2,756+114.5% |
| Participant deferral / active EE | $8,324 | $6,647+25.2% | $8,071+3.1% | $4,297+93.7% |
| Admin fee / account holder | $18,255 | $7,943+129.8% | $13,006+40.4% | $6,935+163.2% |