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 | $74,974 | $160,028-53.1% | $147,080-49.0% | $145,884-48.6% |
| Participation rate | 76.5% | 84.0%-7.6pp | 82.2%-5.7pp | 80.3%-3.8pp |
| Annual return | 4.90% | 98.60%-93.7pp | 420.17%-415.3pp | 551.85%-546.9pp |
| Employer contribution / active EE | $3,963 | $5,286-25.0% | $4,933-19.7% | $4,662-15.0% |
| Participant deferral / active EE | $5,812 | $8,422-31.0% | $8,066-27.9% | $6,690-13.1% |
| Admin fee / account holder | $2,905 | $15,030-80.7% | $12,989-77.6% | $13,392-78.3% |