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 | $90,517 | $88,778+2.0% | $81,844+10.6% | $145,884-38.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 4.89% | 1033.03%-1028.1pp | 778.87%-774.0pp | 551.85%-547.0pp |
| Employer contribution / active EE | $9,876 | $3,087+219.9% | $2,916+238.6% | $4,662+111.8% |
| Participant deferral / active EE | $26,945 | $4,648+479.7% | $4,323+523.2% | $6,690+302.8% |
| Admin fee / account holder | $10,275 | $8,430+21.9% | $7,355+39.7% | $13,392-23.3% |