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 | $93,695 | $160,040-41.5% | $147,096-36.3% | $145,877-35.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 9.30% | 98.49%-89.2pp | 419.75%-410.4pp | 551.28%-542.0pp |
| Employer contribution / active EE | $14,058 | $5,289+165.8% | $4,936+184.8% | $4,663+201.5% |
| Participant deferral / active EE | $8,125 | $8,429-3.6% | $8,071+0.7% | $6,691+21.4% |
| Admin fee / account holder | $367 | $15,050-97.6% | $13,005-97.2% | $13,402-97.3% |