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 | $171,090 | $226,046-24.3% | $182,508-6.3% | $152,870+11.9% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 1.08% | 192.52%-191.4pp | 148.54%-147.5pp | 345.34%-344.3pp |
| Employer contribution / active EE | $10,762 | $4,977+116.2% | $4,075+164.1% | $4,763+126.0% |
| Participant deferral / active EE | $6,173 | $6,368-3.1% | $5,525+11.7% | $5,850+5.5% |
| Admin fee / account holder | $2,611 | $10,704-75.6% | $8,592-69.6% | $11,597-77.5% |