Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $173,831 | $111,878+55.4% | $93,727+85.5% | $145,897+19.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 5.49% | 204.28%-198.8pp | 133.83%-128.3pp | 552.29%-546.8pp |
| Employer contribution / active EE | $40,221 | $3,092+1200.7% | $2,421+1561.1% | $4,663+762.6% |
| Participant deferral / active EE | $30,500 | $4,920+519.9% | $4,417+590.5% | $6,689+356.0% |
| Admin fee / account holder | $682 | $10,256-93.4% | $8,292-91.8% | $13,390-94.9% |