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 | $106,183 | $138,076-23.1% | $123,553-14.1% | $135,380-21.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -10.89% | 153.70%-164.6pp | 119.21%-130.1pp | 519.81%-530.7pp |
| Employer contribution / active EE | $9,750 | $5,152+89.3% | $4,628+110.7% | $4,779+104.0% |
| Participant deferral / active EE | $18,000 | $6,800+164.7% | $6,426+180.1% | $5,609+220.9% |
| Admin fee / account holder | $428 | $10,917-96.1% | $9,284-95.4% | $10,828-96.1% |