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 | $194,669 | $209,425-7.0% | $178,499+9.1% | $158,966+22.5% |
| Participation rate | 77.8% | 86.4%-8.6pp | 81.9%-4.2pp | 82.0%-4.2pp |
| Annual return | 3.56% | 188.80%-185.2pp | 151.10%-147.5pp | 302.95%-299.4pp |
| Employer contribution / active EE | $3,500 | $5,707-38.7% | $5,011-30.2% | $4,762-26.5% |
| Participant deferral / active EE | $7,607 | $5,955+27.7% | $5,202+46.2% | $5,983+27.1% |
| Admin fee / account holder | $22,501 | $17,078+31.8% | $13,986+60.9% | $11,250+100.0% |