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 | $75,285 | $168,635-55.4% | $147,617-49.0% | $125,389-40.0% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -8.18% | 77.65%-85.8pp | 61.98%-70.2pp | 282.24%-290.4pp |
| Employer contribution / active EE | $19,587 | $6,252+213.3% | $5,564+252.0% | $4,866+302.5% |
| Participant deferral / active EE | $9,143 | $5,507+66.0% | $4,895+86.8% | $5,352+70.8% |
| Admin fee / account holder | $4,021 | $13,580-70.4% | $11,612-65.4% | $9,541-57.9% |