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 | $154,136 | $106,008+45.4% | $92,240+67.1% | $147,586+4.4% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 8.81% | 50.05%-41.2pp | 176.29%-167.5pp | 578.59%-569.8pp |
| Employer contribution / active EE | $6,320 | $4,333+45.8% | $3,680+71.8% | $4,876+29.6% |
| Participant deferral / active EE | $7,597 | $4,478+69.6% | $3,897+94.9% | $5,439+39.7% |
| Admin fee / account holder | $13,766 | $6,333+117.4% | $5,194+165.0% | $10,886+26.5% |