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 | $146,209 | $60,139+143.1% | $90,461+61.6% | $79,856+83.1% |
| Participation rate | 81.0% | 65.0%+16.0pp | 72.7%+8.3pp | 69.6%+11.3pp |
| Annual return | 7.94% | 71.96%-64.0pp | 1294.76%-1286.8pp | 31.71%-23.8pp |
| Employer contribution / active EE | $2,740 | $2,069+32.5% | $3,264-16.0% | $2,471+10.9% |
| Participant deferral / active EE | $5,520 | $2,939+87.8% | $3,964+39.2% | $3,741+47.6% |
| Admin fee / account holder | $6,480 | $3,978+62.9% | $5,617+15.4% | $5,306+22.1% |