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 | $206,075 | $175,231+17.6% | $149,696+37.7% | $139,466+47.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 10.56% | 166.77%-156.2pp | 134.46%-123.9pp | 373.66%-363.1pp |
| Employer contribution / active EE | $8,555 | $5,478+56.2% | $4,821+77.5% | $4,754+79.9% |
| Participant deferral / active EE | $15,948 | $6,521+144.6% | $5,682+180.7% | $6,712+137.6% |
| Admin fee / account holder | $1,902 | $16,155-88.2% | $13,212-85.6% | $11,409-83.3% |