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 | $175,263 | $175,2310% | $149,696+17.1% | $139,466+25.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 6.67% | 166.77%-160.1pp | 134.46%-127.8pp | 373.66%-367.0pp |
| Employer contribution / active EE | $6,804 | $5,478+24.2% | $4,821+41.1% | $4,754+43.1% |
| Participant deferral / active EE | $7,117 | $6,521+9.1% | $5,682+25.2% | $6,712+6.0% |
| Admin fee / account holder | $5,297 | $16,155-67.2% | $13,212-59.9% | $11,409-53.6% |