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 | $216,625 | $159,978+35.4% | $147,041+47.3% | $145,978+48.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 5.22% | 98.36%-93.1pp | 419.21%-414.0pp | 550.52%-545.3pp |
| Employer contribution / active EE | $25,266 | $5,288+377.8% | $4,935+412.0% | $4,662+442.0% |
| Participant deferral / active EE | $18,487 | $8,429+119.3% | $8,071+129.1% | $6,690+176.4% |
| Admin fee / account holder | $114,151 | $15,053+658.3% | $13,006+777.7% | $13,400+751.9% |