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 | $78,988 | $160,040-50.6% | $147,096-46.3% | $145,877-45.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 9.05% | 98.49%-89.4pp | 419.75%-410.7pp | 551.28%-542.2pp |
| Employer contribution / active EE | $10,000 | $5,289+89.1% | $4,936+102.6% | $4,663+114.5% |
| Participant deferral / active EE | $10,000 | $8,429+18.6% | $8,071+23.9% | $6,691+49.5% |
| Admin fee / account holder | $4,292 | $15,050-71.5% | $13,005-67.0% | $13,402-68.0% |