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 | $30,775 | $88,754-65.3% | $81,820-62.4% | $145,877-78.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | -33.70% | 1031.77%-1065.5pp | 777.93%-811.6pp | 551.28%-585.0pp |
| Employer contribution / active EE | $2,543 | $3,085-17.6% | $2,915-12.8% | $4,663-45.5% |
| Participant deferral / active EE | $7,564 | $4,648+62.7% | $4,323+75.0% | $6,691+13.1% |
| Admin fee / account holder | $7,709 | $8,424-8.5% | $7,391+4.3% | $13,402-42.5% |