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 | $88,389 | $135,645-34.8% | $110,243-19.8% | $135,379-34.7% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -10.36% | 513.24%-523.6pp | 314.76%-325.1pp | 519.79%-530.1pp |
| Employer contribution / active EE | $10,954 | $4,907+123.2% | $3,827+186.2% | $4,779+129.2% |
| Participant deferral / active EE | $17,074 | $5,507+210.0% | $4,672+265.4% | $5,609+204.4% |
| Admin fee / account holder | $2,444 | $11,458-78.7% | $8,548-71.4% | $10,828-77.4% |