Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $79,206 | $102,595-22.8% | $94,057-15.8% | $154,746-48.8% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 7.14% | 583.42%-576.3pp | 480.62%-473.5pp | 172.34%-165.2pp |
| Employer contribution / active EE | $4,142 | $3,147+31.6% | $2,933+41.2% | $4,379-5.4% |
| Participant deferral / active EE | $6,186 | $5,118+20.9% | $4,709+31.3% | $6,730-8.1% |
| Admin fee / account holder | $8,747 | $7,736+13.1% | $7,244+20.7% | $14,365-39.1% |