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 | $104,295 | $106,008-1.6% | $92,240+13.1% | $147,586-29.3% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 9.05% | 50.05%-41.0pp | 176.29%-167.2pp | 578.59%-569.5pp |
| Employer contribution / active EE | $3,847 | $4,333-11.2% | $3,680+4.6% | $4,876-21.1% |
| Participant deferral / active EE | $13,200 | $4,478+194.8% | $3,897+238.7% | $5,439+142.7% |
| Admin fee / account holder | $475 | $6,333-92.5% | $5,194-90.8% | $10,886-95.6% |