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 | $121,414 | $176,077-31.0% | $159,455-23.9% | $167,518-27.5% |
| Participation rate | 78.9% | 84.9%-6.0pp | 82.8%-3.9pp | 82.1%-3.2pp |
| Annual return | 9.88% | 331.83%-322.0pp | 263.63%-253.7pp | 478.71%-468.8pp |
| Employer contribution / active EE | $0 | $5,298-100.0% | $4,830-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $3,729 | $7,751-51.9% | $7,353-49.3% | $6,342-41.2% |
| Admin fee / account holder | $4,375 | $12,556-65.2% | $10,800-59.5% | $12,312-64.5% |