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 | $134,015 | $209,422-36.0% | $178,503-24.9% | $158,982-15.7% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 2.29% | 188.81%-186.5pp | 151.12%-148.8pp | 302.99%-300.7pp |
| Employer contribution / active EE | $10,000 | $5,707+75.2% | $5,011+99.6% | $4,763+110.0% |
| Participant deferral / active EE | $10,820 | $5,955+81.7% | $5,202+108.0% | $5,983+80.8% |
| Admin fee / account holder | $1,608 | $17,079-90.6% | $13,987-88.5% | $11,252-85.7% |