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 | $130,903 | $78,694+66.3% | $67,652+93.5% | $125,389+4.4% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 83.2%+16.8pp |
| Annual return | -5.75% | 9.46%-15.2pp | 6625.40%-6631.1pp | 282.24%-288.0pp |
| Employer contribution / active EE | $12,724 | $3,044+318.0% | $2,266+461.6% | $4,866+161.5% |
| Participant deferral / active EE | $7,967 | $4,292+85.6% | $3,560+123.8% | $5,352+48.9% |
| Admin fee / account holder | $2,778 | $7,403-62.5% | $4,821-42.4% | $9,541-70.9% |