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 | $148,960 | $198,457-24.9% | $170,435-12.6% | $147,586+0.9% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 5.12% | 257.30%-252.2pp | 205.94%-200.8pp | 578.59%-573.5pp |
| Employer contribution / active EE | $6,633 | $6,183+7.3% | $5,432+22.1% | $4,876+36.0% |
| Participant deferral / active EE | $3,612 | $5,629-35.8% | $4,939-26.9% | $5,439-33.6% |
| Admin fee / account holder | $4,925 | $16,852-70.8% | $13,881-64.5% | $10,886-54.8% |