Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $38,533 | $160,070-75.9% | $147,117-73.8% | $145,897-73.6% |
| Participation rate | 77.8% | 84.0%-6.2pp | 82.2%-4.4pp | 80.3%-2.5pp |
| Annual return | 5.85% | 98.69%-92.8pp | 420.54%-414.7pp | 552.29%-546.4pp |
| Employer contribution / active EE | $4,631 | $5,285-12.4% | $4,932-6.1% | $4,663-0.7% |
| Participant deferral / active EE | $9,479 | $8,419+12.6% | $8,065+17.5% | $6,689+41.7% |
| Admin fee / account holder | $5,737 | $15,035-61.8% | $12,993-55.8% | $13,390-57.2% |