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 | $195,609 | $99,011+97.6% | $86,582+125.9% | $147,586+32.5% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 7.82% | 1312.75%-1304.9pp | 965.08%-957.3pp | 578.59%-570.8pp |
| Employer contribution / active EE | $6,964 | $3,132+122.3% | $2,839+145.3% | $4,876+42.8% |
| Participant deferral / active EE | $10,879 | $3,972+173.9% | $3,609+201.5% | $5,439+100.0% |
| Admin fee / account holder | $6,160 | $5,709+7.9% | $4,904+25.6% | $10,886-43.4% |