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 | $114,050 | $202,342-43.6% | $172,753-34.0% | $152,909-25.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 6.70% | 1029.88%-1023.2pp | 803.00%-796.3pp | 345.46%-338.8pp |
| Employer contribution / active EE | $11,167 | $5,857+90.6% | $5,144+117.1% | $4,764+134.4% |
| Participant deferral / active EE | $8,410 | $5,948+41.4% | $5,198+61.8% | $5,851+43.7% |
| Admin fee / account holder | $4,821 | $17,112-71.8% | $13,956-65.5% | $11,601-58.4% |