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 | $86,003 | $180,462-52.3% | $154,111-44.2% | $135,379-36.5% |
| Participation rate | 81.8% | 87.4%-5.6pp | 83.0%-1.2pp | 82.6%-0.8pp |
| Annual return | -9.61% | 888.17%-897.8pp | 735.18%-744.8pp | 519.79%-529.4pp |
| Employer contribution / active EE | $2,505 | $6,036-58.5% | $5,298-52.7% | $4,779-47.6% |
| Participant deferral / active EE | $5,538 | $5,806-4.6% | $5,081+9.0% | $5,609-1.3% |
| Admin fee / account holder | $3,092 | $16,145-80.9% | $13,411-76.9% | $10,828-71.4% |