Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $130,848 | $68,097+92.1% | $62,929+107.9% | $137,256-4.7% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 7.39% | 1859.11%-1851.7pp | 1063.93%-1056.5pp | 220.34%-212.9pp |
| Employer contribution / active EE | $15,079 | $2,811+436.4% | $2,505+502.1% | $4,156+262.8% |
| Participant deferral / active EE | $12,157 | $4,553+167.0% | $3,888+212.7% | $6,407+89.7% |
| Admin fee / account holder | $1,057 | $6,521-83.8% | $5,065-79.1% | $12,270-91.4% |