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 | $141,706 | $135,645+4.5% | $110,243+28.5% | $135,380+4.7% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -10.03% | 513.24%-523.3pp | 314.76%-324.8pp | 519.81%-529.8pp |
| Employer contribution / active EE | $7,356 | $4,907+49.9% | $3,827+92.2% | $4,779+53.9% |
| Participant deferral / active EE | $10,540 | $5,507+91.4% | $4,672+125.6% | $5,609+87.9% |
| Admin fee / account holder | $25,310 | $11,458+120.9% | $8,548+196.1% | $10,828+133.7% |