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 | $185,317 | $105,198+76.2% | $159,455+16.2% | $85,856+115.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 12.02% | 45.08%-33.1pp | 263.63%-251.6pp | 318.58%-306.6pp |
| Employer contribution / active EE | $8,897 | $3,319+168.1% | $4,830+84.2% | $2,565+246.8% |
| Participant deferral / active EE | $9,276 | $5,946+56.0% | $7,353+26.2% | $3,952+134.7% |
| Admin fee / account holder | $16,417 | $6,934+136.8% | $10,800+52.0% | $6,261+162.2% |