Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $81,684 | $159,934-48.9% | $147,005-44.4% | $145,959-44.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 7.73% | 98.24%-90.5pp | 418.76%-411.0pp | 561.95%-554.2pp |
| Employer contribution / active EE | $14,978 | $5,287+183.3% | $4,934+203.6% | $4,661+221.4% |
| Participant deferral / active EE | $12,374 | $8,427+46.8% | $8,070+53.3% | $6,689+85.0% |
| Admin fee / account holder | $10,563 | $15,053-29.8% | $13,006-18.8% | $13,398-21.2% |