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 | $123,242 | $209,422-41.2% | $178,503-31.0% | $158,982-22.5% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 5.46% | 188.81%-183.3pp | 151.12%-145.7pp | 302.99%-297.5pp |
| Employer contribution / active EE | $4,570 | $5,707-19.9% | $5,011-8.8% | $4,763-4.0% |
| Participant deferral / active EE | $2,507 | $5,955-57.9% | $5,202-51.8% | $5,983-58.1% |
| Admin fee / account holder | $4,938 | $17,079-71.1% | $13,987-64.7% | $11,252-56.1% |