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 | $148,649 | $175,231-15.2% | $149,696-0.7% | $139,466+6.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 9.50% | 166.77%-157.3pp | 134.46%-125.0pp | 373.66%-364.2pp |
| Employer contribution / active EE | $2,344 | $5,478-57.2% | $4,821-51.4% | $4,754-50.7% |
| Participant deferral / active EE | $7,157 | $6,521+9.7% | $5,682+26.0% | $6,712+6.6% |
| Admin fee / account holder | $15,042 | $16,155-6.9% | $13,212+13.9% | $11,409+31.8% |