Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $233,037 | $175,257+33.0% | $149,717+55.7% | $139,456+67.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 8.24% | 166.70%-158.5pp | 134.41%-126.2pp | 373.45%-365.2pp |
| Employer contribution / active EE | $1,271 | $5,477-76.8% | $4,820-73.6% | $4,753-73.3% |
| Participant deferral / active EE | $2,505 | $6,521-61.6% | $5,682-55.9% | $6,711-62.7% |
| Admin fee / account holder | $11,388 | $16,156-29.5% | $13,213-13.8% | $11,407-0.2% |