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 | $149,936 | $72,071+108.0% | $68,368+119.3% | $137,256+9.2% |
| Participation rate | 80.0% | 76.2%+3.8pp | 73.8%+6.2pp | 80.0%0pp |
| Annual return | 12.90% | 353.14%-340.2pp | 292.57%-279.7pp | 220.34%-207.4pp |
| Employer contribution / active EE | $2,117 | $2,788-24.1% | $2,649-20.1% | $4,156-49.1% |
| Participant deferral / active EE | $6,405 | $4,410+45.2% | $4,123+55.4% | $6,4070% |
| Admin fee / account holder | $12,294 | $5,336+130.4% | $5,150+138.7% | $12,270+0.2% |