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 | $223,804 | $180,459+24.0% | $154,108+45.2% | $135,380+65.3% |
| Participation rate | 80.0% | 87.4%-7.4pp | 83.0%-3.0pp | 82.6%-2.6pp |
| Annual return | -9.77% | 888.21%-898.0pp | 735.21%-745.0pp | 519.81%-529.6pp |
| Employer contribution / active EE | $13,535 | $6,035+124.3% | $5,298+155.5% | $4,779+183.2% |
| Participant deferral / active EE | $12,243 | $5,806+110.9% | $5,081+141.0% | $5,609+118.3% |
| Admin fee / account holder | $627 | $16,145-96.1% | $13,411-95.3% | $10,828-94.2% |