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 | $143,812 | $125,190+14.9% | $105,624+36.2% | $145,897-1.4% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 6.99% | 225.22%-218.2pp | 116.20%-109.2pp | 552.29%-545.3pp |
| Employer contribution / active EE | $5,994 | $3,720+61.1% | $3,168+89.2% | $4,663+28.6% |
| Participant deferral / active EE | $7,806 | $5,716+36.6% | $5,013+55.7% | $6,689+16.7% |
| Admin fee / account holder | $9,657 | $17,138-43.7% | $10,961-11.9% | $13,390-27.9% |