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 | $86,782 | $106,008-18.1% | $92,240-5.9% | $147,586-41.2% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 7.51% | 50.05%-42.5pp | 176.29%-168.8pp | 578.59%-571.1pp |
| Employer contribution / active EE | $7,917 | $4,333+82.7% | $3,680+115.2% | $4,876+62.4% |
| Participant deferral / active EE | $8,642 | $4,478+93.0% | $3,897+121.7% | $5,439+58.9% |
| Admin fee / account holder | $727 | $6,333-88.5% | $5,194-86.0% | $10,886-93.3% |