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 | $158,948 | $109,872+44.7% | $98,483+61.4% | $167,536-5.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 7.26% | 1959.31%-1952.1pp | 1494.38%-1487.1pp | 478.82%-471.6pp |
| Employer contribution / active EE | $2,132 | $3,225-33.9% | $2,961-28.0% | $4,839-55.9% |
| Participant deferral / active EE | $6,884 | $4,673+47.3% | $4,276+61.0% | $6,342+8.5% |
| Admin fee / account holder | $31,662 | $6,757+368.6% | $5,953+431.9% | $12,315+157.1% |