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 | $71,993 | $72,071-0.1% | $68,368+5.3% | $137,256-47.5% |
| Participation rate | 73.9% | 76.2%-2.3pp | 73.8%+0.2pp | 80.0%-6.0pp |
| Annual return | 5.53% | 353.14%-347.6pp | 292.57%-287.0pp | 220.34%-214.8pp |
| Employer contribution / active EE | $6,730 | $2,788+141.4% | $2,649+154.1% | $4,156+61.9% |
| Participant deferral / active EE | $8,008 | $4,410+81.6% | $4,123+94.2% | $6,407+25.0% |
| Admin fee / account holder | $10,939 | $5,336+105.0% | $5,150+112.4% | $12,270-10.8% |