Sign up free to preview peer percentile detail
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 | $147,799 | $160,028-7.6% | $147,080+0.5% | $145,884+1.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 8.43% | 98.60%-90.2pp | 420.17%-411.7pp | 551.85%-543.4pp |
| Employer contribution / active EE | $5,081 | $5,286-3.9% | $4,933+3.0% | $4,662+9.0% |
| Participant deferral / active EE | $11,093 | $8,422+31.7% | $8,066+37.5% | $6,690+65.8% |
| Admin fee / account holder | $2,307 | $15,030-84.6% | $12,989-82.2% | $13,392-82.8% |