Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $130,662 | $180,749-27.7% | $160,784-18.7% | $137,256-4.8% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 4.94% | 2234.46%-2229.5pp | 1803.92%-1799.0pp | 220.34%-215.4pp |
| Employer contribution / active EE | $2,049 | $4,155-50.7% | $3,733-45.1% | $4,156-50.7% |
| Participant deferral / active EE | $11,752 | $6,844+71.7% | $6,293+86.7% | $6,407+83.4% |
| Admin fee / account holder | $594 | $10,397-94.3% | $9,717-93.9% | $12,270-95.2% |