Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $81,995 | $88,702-7.6% | $81,780+0.3% | $145,978-43.8% |
| Participation rate | 87.5% | 75.0%+12.5pp | 72.4%+15.1pp | 80.3%+7.2pp |
| Annual return | 3.81% | 1029.12%-1025.3pp | 776.27%-772.5pp | 550.52%-546.7pp |
| Employer contribution / active EE | $16,376 | $3,084+430.9% | $2,914+462.0% | $4,662+251.3% |
| Participant deferral / active EE | $11,218 | $4,645+141.5% | $4,321+159.6% | $6,690+67.7% |
| Admin fee / account holder | $586 | $8,414-93.0% | $7,384-92.1% | $13,400-95.6% |