Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $4,183 | $76,634-94.5% | $56,054-92.5% | $145,978-97.1% |
| Participation rate | 78.3% | 63.2%+15.0pp | 52.5%+25.8pp | 80.3%-2.0pp |
| Annual return | -11.19% | 3004.33%-3015.5pp | 1705.95%-1717.1pp | 550.52%-561.7pp |
| Employer contribution / active EE | $0 | $1,380-100.0% | $1,039-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,706 | $2,622-35.0% | $1,952-12.6% | $6,690-74.5% |
| Admin fee / account holder | $1,026 | $3,321-69.1% | $2,822-63.7% | $13,400-92.3% |