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 | $226,046-51.5% | $182,508-39.9% | $152,870-28.2% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 7.65% | 192.52%-184.9pp | 148.54%-140.9pp | 345.34%-337.7pp |
| Employer contribution / active EE | $6,650 | $4,977+33.6% | $4,075+63.2% | $4,763+39.6% |
| Participant deferral / active EE | $10,057 | $6,368+57.9% | $5,525+82.0% | $5,850+71.9% |
| Admin fee / account holder | $1,412 | $10,704-86.8% | $8,592-83.6% | $11,597-87.8% |