Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $32,027 | $92,766-65.5% | $82,763-61.3% | $134,545-76.2% |
| Participation rate | 90.0% | 75.2%+14.8pp | 72.6%+17.4pp | 81.2%+8.8pp |
| Annual return | -24.10% | 946.97%-971.1pp | 702.45%-726.5pp | 418.37%-442.5pp |
| Employer contribution / active EE | $6,000 | $3,273+83.3% | $3,008+99.4% | $4,742+26.5% |
| Participant deferral / active EE | $2,687 | $4,802-44.0% | $4,395-38.9% | $6,401-58.0% |
| Admin fee / account holder | $458 | $5,978-92.3% | $5,325-91.4% | $11,431-96.0% |