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 | $34,666 | $180,462-80.8% | $154,111-77.5% | $135,379-74.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -9.13% | 888.17%-897.3pp | 735.18%-744.3pp | 519.79%-528.9pp |
| Employer contribution / active EE | $6,933 | $6,036+14.9% | $5,298+30.9% | $4,779+45.1% |
| Participant deferral / active EE | $11,370 | $5,806+95.8% | $5,081+123.8% | $5,609+102.7% |
| Admin fee / account holder | $483 | $16,145-97.0% | $13,411-96.4% | $10,828-95.5% |