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 | $73,269 | $149,040-50.8% | $120,225-39.1% | $137,256-46.6% |
| Participation rate | 90.9% | 75.4%+15.5pp | 69.6%+21.3pp | 80.0%+10.9pp |
| Annual return | 9.51% | 605.68%-596.2pp | 439.23%-429.7pp | 220.34%-210.8pp |
| Employer contribution / active EE | $2,194 | $4,350-49.6% | $3,475-36.9% | $4,156-47.2% |
| Participant deferral / active EE | $6,009 | $4,655+29.1% | $3,999+50.3% | $6,407-6.2% |
| Admin fee / account holder | $683 | $6,348-89.2% | $5,696-88.0% | $12,270-94.4% |