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 | $61,543 | $56,197+9.5% | $67,652-9.0% | $59,633+3.2% |
| Participation rate | 98.9% | 71.5%+27.4pp | 75.7%+23.2pp | 68.7%+30.2pp |
| Annual return | -2.71% | 18508.10%-18510.8pp | 6625.40%-6628.1pp | 2041.45%-2044.2pp |
| Employer contribution / active EE | $5,832 | $1,615+261.2% | $2,266+157.4% | $2,203+164.8% |
| Participant deferral / active EE | $4,514 | $2,844+58.8% | $3,560+26.8% | $3,192+41.4% |
| Admin fee / account holder | $1,171 | $3,958-70.4% | $4,821-75.7% | $4,297-72.7% |