Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $99,785 | $90,614+10.1% | $76,089+31.1% | $145,877-31.6% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 7.62% | 623.80%-616.2pp | 360.94%-353.3pp | 551.28%-543.7pp |
| Employer contribution / active EE | $22,647 | $3,324+581.2% | $2,690+741.9% | $4,663+385.7% |
| Participant deferral / active EE | $6,780 | $5,168+31.2% | $4,259+59.2% | $6,691+1.3% |
| Admin fee / account holder | $3,434 | $8,376-59.0% | $6,418-46.5% | $13,402-74.4% |