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 | $52,779 | $56,197-6.1% | $67,652-22.0% | $59,633-11.5% |
| Participation rate | 100.0% | 71.5%+28.5pp | 75.7%+24.3pp | 68.7%+31.3pp |
| Annual return | -4.19% | 18508.10%-18512.3pp | 6625.40%-6629.6pp | 2041.45%-2045.6pp |
| Employer contribution / active EE | $3,086 | $1,615+91.1% | $2,266+36.2% | $2,203+40.1% |
| Participant deferral / active EE | $3,635 | $2,844+27.8% | $3,560+2.1% | $3,192+13.9% |
| Admin fee / account holder | $301 | $3,958-92.4% | $4,821-93.8% | $4,297-93.0% |