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 | $190,416 | $72,071+164.2% | $68,368+178.5% | $137,256+38.7% |
| Participation rate | 92.9% | 76.2%+16.6pp | 73.8%+19.1pp | 80.0%+12.9pp |
| Annual return | 7.61% | 353.14%-345.5pp | 292.57%-285.0pp | 220.34%-212.7pp |
| Employer contribution / active EE | $3,411 | $2,788+22.3% | $2,649+28.8% | $4,156-17.9% |
| Participant deferral / active EE | $6,067 | $4,410+37.6% | $4,123+47.2% | $6,407-5.3% |
| Admin fee / account holder | $2,270 | $5,336-57.5% | $5,150-55.9% | $12,270-81.5% |