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 | $121,186 | $60,128+101.5% | $90,440+34.0% | $79,852+51.8% |
| Participation rate | 90.3% | 65.0%+25.3pp | 72.7%+17.6pp | 69.6%+20.7pp |
| Annual return | 1.51% | 71.95%-70.4pp | 1294.38%-1292.9pp | 31.72%-30.2pp |
| Employer contribution / active EE | $1,783 | $2,068-13.8% | $3,263-45.4% | $2,471-27.8% |
| Participant deferral / active EE | $3,144 | $2,939+7.0% | $3,964-20.7% | $3,740-15.9% |
| Admin fee / account holder | $2,066 | $3,977-48.1% | $5,615-63.2% | $5,306-61.1% |