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 | $74,841 | $138,114-45.8% | $125,391-40.3% | $134,545-44.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -21.72% | 750.88%-772.6pp | 572.41%-594.1pp | 418.37%-440.1pp |
| Employer contribution / active EE | $3,545 | $5,246-32.4% | $4,816-26.4% | $4,742-25.2% |
| Participant deferral / active EE | $8,144 | $7,801+4.4% | $7,448+9.3% | $6,401+27.2% |
| Admin fee / account holder | $5,979 | $11,570-48.3% | $10,009-40.3% | $11,431-47.7% |