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 | $130,573 | $102,595+27.3% | $94,057+38.8% | $154,746-15.6% |
| Participation rate | 80.0% | 76.0%+4.0pp | 73.3%+6.7pp | 80.7%-0.7pp |
| Annual return | 9.42% | 583.42%-574.0pp | 480.62%-471.2pp | 172.34%-162.9pp |
| Employer contribution / active EE | $2,613 | $3,147-17.0% | $2,933-10.9% | $4,379-40.3% |
| Participant deferral / active EE | $6,136 | $5,118+19.9% | $4,709+30.3% | $6,730-8.8% |
| Admin fee / account holder | $671 | $7,736-91.3% | $7,244-90.7% | $14,365-95.3% |