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 | $130,377 | $105,200+23.9% | $159,474-18.2% | $85,847+51.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 8.98% | 45.08%-36.1pp | 263.68%-254.7pp | 318.61%-309.6pp |
| Employer contribution / active EE | $13,775 | $3,319+315.1% | $4,831+185.2% | $2,565+437.0% |
| Participant deferral / active EE | $6,074 | $5,946+2.2% | $7,353-17.4% | $3,952+53.7% |
| Admin fee / account holder | $13,553 | $6,934+95.5% | $10,802+25.5% | $6,261+116.5% |