Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $72,428 | $138,114-47.6% | $125,391-42.2% | $134,545-46.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -29.10% | 750.88%-780.0pp | 572.41%-601.5pp | 418.37%-447.5pp |
| Employer contribution / active EE | $17,401 | $5,246+231.7% | $4,816+261.3% | $4,742+267.0% |
| Participant deferral / active EE | $7,137 | $7,801-8.5% | $7,448-4.2% | $6,401+11.5% |
| Admin fee / account holder | $3,799 | $11,570-67.2% | $10,009-62.0% | $11,431-66.8% |