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 | $144,008 | $183,539-21.5% | $155,556-7.4% | $145,897-1.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 6.10% | 61.31%-55.2pp | 64.84%-58.7pp | 552.29%-546.2pp |
| Employer contribution / active EE | $12,614 | $5,315+137.3% | $4,675+169.8% | $4,663+170.5% |
| Participant deferral / active EE | $5,640 | $6,467-12.8% | $5,631+0.2% | $6,689-15.7% |
| Admin fee / account holder | $443 | $19,275-97.7% | $15,885-97.2% | $13,390-96.7% |