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 | $50,536 | $157,296-67.9% | $141,191-64.2% | $152,897-66.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | -0.48% | 64.34%-64.8pp | 71.41%-71.9pp | 345.43%-345.9pp |
| Employer contribution / active EE | $1,374 | $5,262-73.9% | $4,736-71.0% | $4,764-71.2% |
| Participant deferral / active EE | $4,363 | $7,111-38.6% | $6,710-35.0% | $5,851-25.4% |
| Admin fee / account holder | $1,556 | $12,125-87.2% | $10,264-84.8% | $11,599-86.6% |