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 | $145,240 | $159,978-9.2% | $147,041-1.2% | $145,978-0.5% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 8.40% | 98.36%-90.0pp | 419.21%-410.8pp | 550.52%-542.1pp |
| Employer contribution / active EE | $2,700 | $5,288-49.0% | $4,935-45.3% | $4,662-42.1% |
| Participant deferral / active EE | $4,279 | $8,429-49.2% | $8,071-47.0% | $6,690-36.0% |
| Admin fee / account holder | $1,661 | $15,053-89.0% | $13,006-87.2% | $13,400-87.6% |