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 | $109,706 | $226,135-51.5% | $182,558-39.9% | $152,909-28.3% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 7.65% | 192.60%-184.9pp | 148.59%-140.9pp | 345.46%-337.8pp |
| Employer contribution / active EE | $6,650 | $4,979+33.6% | $4,076+63.2% | $4,764+39.6% |
| Participant deferral / active EE | $10,057 | $6,371+57.9% | $5,526+82.0% | $5,851+71.9% |
| Admin fee / account holder | $1,412 | $10,707-86.8% | $8,594-83.6% | $11,601-87.8% |