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 | $128,435 | $105,158+22.1% | $94,672+35.7% | $139,487-7.9% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 5.52% | 38.11%-32.6pp | 156.89%-151.4pp | 373.84%-368.3pp |
| Employer contribution / active EE | $6,793 | $4,107+65.4% | $3,673+85.0% | $4,755+42.9% |
| Participant deferral / active EE | $12,536 | $7,599+65.0% | $7,417+69.0% | $6,713+86.8% |
| Admin fee / account holder | $4,384 | $8,972-51.1% | $7,222-39.3% | $11,407-61.6% |