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 | $171,862 | $150,447+14.2% | $136,298+26.1% | $147,586+16.4% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 8.15% | 1049.15%-1041.0pp | 5156.27%-5148.1pp | 578.59%-570.4pp |
| Employer contribution / active EE | $2,029 | $5,256-61.4% | $4,696-56.8% | $4,876-58.4% |
| Participant deferral / active EE | $7,029 | $6,631+6.0% | $6,247+12.5% | $5,439+29.2% |
| Admin fee / account holder | $14,614 | $10,906+34.0% | $9,244+58.1% | $10,886+34.2% |