Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $69,811 | $109,967-36.5% | $97,197-28.2% | $145,877-52.1% |
| Participation rate | 80.0% | 76.0%+4.0pp | 72.7%+7.3pp | 80.3%-0.3pp |
| Annual return | 6.46% | 244.27%-237.8pp | 75.47%-69.0pp | 551.28%-544.8pp |
| Employer contribution / active EE | $4,657 | $3,077+51.4% | $2,723+71.0% | $4,663-0.1% |
| Participant deferral / active EE | $6,736 | $4,676+44.0% | $4,263+58.0% | $6,691+0.7% |
| Admin fee / account holder | $798 | $6,199-87.1% | $5,637-85.8% | $13,402-94.0% |