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 | $132,806 | $105,198+26.2% | $159,455-16.7% | $85,856+54.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 11.88% | 45.08%-33.2pp | 263.63%-251.7pp | 318.58%-306.7pp |
| Employer contribution / active EE | $2,261 | $3,319-31.9% | $4,830-53.2% | $2,565-11.9% |
| Participant deferral / active EE | $6,124 | $5,946+3.0% | $7,353-16.7% | $3,952+55.0% |
| Admin fee / account holder | $25,833 | $6,934+272.5% | $10,800+139.2% | $6,261+312.6% |