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 | $200,183 | $70,366+184.5% | $66,674+200.2% | $138,895+44.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 6.81% | 386.41%-379.6pp | 321.24%-314.4pp | 145.39%-138.6pp |
| Employer contribution / active EE | $5,579 | $2,765+101.8% | $2,620+112.9% | $4,194+33.0% |
| Participant deferral / active EE | $5,834 | $4,374+33.4% | $4,084+42.8% | $6,396-8.8% |
| Admin fee / account holder | $5,460 | $5,262+3.7% | $5,098+7.1% | $12,562-56.5% |