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 | $80,173 | $106,008-24.4% | $92,240-13.1% | $147,586-45.7% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 7.92% | 50.05%-42.1pp | 176.29%-168.4pp | 578.59%-570.7pp |
| Employer contribution / active EE | $5,721 | $4,333+32.0% | $3,680+55.5% | $4,876+17.3% |
| Participant deferral / active EE | $4,593 | $4,478+2.6% | $3,897+17.9% | $5,439-15.6% |
| Admin fee / account holder | $1,529 | $6,333-75.9% | $5,194-70.6% | $10,886-86.0% |