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 | $201,158 | $175,259+14.8% | $149,723+34.4% | $139,487+44.2% |
| Participation rate | 94.1% | 83.4%+10.7pp | 78.8%+15.3pp | 80.3%+13.8pp |
| Annual return | 3.10% | 166.82%-163.7pp | 134.50%-131.4pp | 373.84%-370.7pp |
| Employer contribution / active EE | $10,082 | $5,478+84.0% | $4,821+109.1% | $4,755+112.1% |
| Participant deferral / active EE | $14,970 | $6,522+129.5% | $5,682+163.4% | $6,713+123.0% |
| Admin fee / account holder | $12,931 | $16,158-20.0% | $13,215-2.2% | $11,407+13.4% |