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 | $73,261 | $96,388-24.0% | $80,627-9.1% | $139,466-47.5% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 6.53% | 1352.08%-1345.5pp | 936.76%-930.2pp | 373.66%-367.1pp |
| Employer contribution / active EE | $18,394 | $3,260+464.3% | $2,723+575.6% | $4,754+286.9% |
| Participant deferral / active EE | $14,365 | $5,224+175.0% | $4,443+223.3% | $6,712+114.0% |
| Admin fee / account holder | $425 | $6,603-93.6% | $5,381-92.1% | $11,409-96.3% |