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 | $130,669 | $150,442-13.1% | $136,295-4.1% | $147,585-11.5% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 9.34% | 1049.09%-1039.7pp | 5155.97%-5146.6pp | 578.56%-569.2pp |
| Employer contribution / active EE | $6,696 | $5,256+27.4% | $4,695+42.6% | $4,876+37.3% |
| Participant deferral / active EE | $3,290 | $6,630-50.4% | $6,247-47.3% | $5,439-39.5% |
| Admin fee / account holder | $8,790 | $10,905-19.4% | $9,243-4.9% | $10,885-19.3% |