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 | $148,638 | $209,422-29.0% | $178,503-16.7% | $158,982-6.5% |
| Participation rate | 87.5% | 86.4%+1.1pp | 81.9%+5.6pp | 82.0%+5.5pp |
| Annual return | 5.38% | 188.81%-183.4pp | 151.12%-145.7pp | 302.99%-297.6pp |
| Employer contribution / active EE | $4,434 | $5,707-22.3% | $5,011-11.5% | $4,763-6.9% |
| Participant deferral / active EE | $7,381 | $5,955+24.0% | $5,202+41.9% | $5,983+23.4% |
| Admin fee / account holder | $1,407 | $17,079-91.8% | $13,987-89.9% | $11,252-87.5% |