Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $74,216 | $159,978-53.6% | $147,041-49.5% | $145,978-49.2% |
| Participation rate | 86.7% | 84.0%+2.7pp | 82.2%+4.5pp | 80.3%+6.4pp |
| Annual return | 8.10% | 98.36%-90.3pp | 419.21%-411.1pp | 550.52%-542.4pp |
| Employer contribution / active EE | $2,389 | $5,288-54.8% | $4,935-51.6% | $4,662-48.8% |
| Participant deferral / active EE | $7,360 | $8,429-12.7% | $8,071-8.8% | $6,690+10.0% |
| Admin fee / account holder | $4,574 | $15,053-69.6% | $13,006-64.8% | $13,400-65.9% |