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 | $196,090 | $176,077+11.4% | $159,455+23.0% | $167,518+17.1% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 7.90% | 331.83%-323.9pp | 263.63%-255.7pp | 478.71%-470.8pp |
| Employer contribution / active EE | $20,601 | $5,298+288.8% | $4,830+326.5% | $4,838+325.8% |
| Participant deferral / active EE | $16,437 | $7,751+112.1% | $7,353+123.5% | $6,342+159.2% |
| Admin fee / account holder | $5,705 | $12,556-54.6% | $10,800-47.2% | $12,312-53.7% |