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 | $71,866 | $72,071-0.3% | $68,368+5.1% | $137,256-47.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 12.55% | 353.14%-340.6pp | 292.57%-280.0pp | 220.34%-207.8pp |
| Employer contribution / active EE | $13,361 | $2,788+379.3% | $2,649+404.4% | $4,156+221.5% |
| Participant deferral / active EE | $16,319 | $4,410+270.0% | $4,123+295.8% | $6,407+154.7% |
| Admin fee / account holder | $169,715 | $5,336+3080.8% | $5,150+3195.6% | $12,270+1283.2% |