Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $102,711 | $165,381-37.9% | $149,730-31.4% | $158,966-35.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 5.85% | 348.29%-342.4pp | 276.70%-270.9pp | 302.95%-297.1pp |
| Employer contribution / active EE | $9,349 | $5,104+83.2% | $4,645+101.3% | $4,762+96.3% |
| Participant deferral / active EE | $14,636 | $7,182+103.8% | $6,843+113.9% | $5,983+144.6% |
| Admin fee / account holder | $596 | $10,809-94.5% | $9,310-93.6% | $11,250-94.7% |