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 | $93,812 | $138,076-32.1% | $123,553-24.1% | $135,380-30.7% |
| Participation rate | 95.2% | 84.7%+10.5pp | 82.3%+12.9pp | 82.6%+12.6pp |
| Annual return | -12.06% | 153.70%-165.8pp | 119.21%-131.3pp | 519.81%-531.9pp |
| Employer contribution / active EE | $1,963 | $5,152-61.9% | $4,628-57.6% | $4,779-58.9% |
| Participant deferral / active EE | $5,228 | $6,800-23.1% | $6,426-18.6% | $5,609-6.8% |
| Admin fee / account holder | $1,005 | $10,917-90.8% | $9,284-89.2% | $10,828-90.7% |