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).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $151,052 | $84,685+78.4% | $73,836+104.6% | $125,389+20.5% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -4.87% | 3123.80%-3128.7pp | 2268.06%-2272.9pp | 282.24%-287.1pp |
| Employer contribution / active EE | $6,375 | $3,123+104.1% | $2,787+128.7% | $4,866+31.0% |
| Participant deferral / active EE | $6,491 | $3,993+62.6% | $3,583+81.2% | $5,352+21.3% |
| Admin fee / account holder | $1,675 | $5,694-70.6% | $4,882-65.7% | $9,541-82.4% |