Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $248,734 | $150,447+65.3% | $136,298+82.5% | $147,586+68.5% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 8.37% | 1049.15%-1040.8pp | 5156.27%-5147.9pp | 578.59%-570.2pp |
| Employer contribution / active EE | $6,479 | $5,256+23.3% | $4,696+38.0% | $4,876+32.9% |
| Participant deferral / active EE | $9,600 | $6,631+44.8% | $6,247+53.7% | $5,439+76.5% |
| Admin fee / account holder | $2,714 | $10,906-75.1% | $9,244-70.6% | $10,886-75.1% |