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 | $98,862 | $183,516-46.1% | $155,534-36.4% | $145,884-32.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 0.66% | 61.43%-60.8pp | 64.92%-64.3pp | 551.85%-551.2pp |
| Employer contribution / active EE | $12,609 | $5,315+137.2% | $4,675+169.7% | $4,662+170.4% |
| Participant deferral / active EE | $6,100 | $6,467-5.7% | $5,630+8.3% | $6,690-8.8% |
| Admin fee / account holder | $5,904 | $19,293-69.4% | $15,900-62.9% | $13,392-55.9% |