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 | $87,844 | $209,422-58.1% | $178,503-50.8% | $158,982-44.7% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | -1.65% | 188.81%-190.5pp | 151.12%-152.8pp | 302.99%-304.6pp |
| Employer contribution / active EE | $4,799 | $5,707-15.9% | $5,011-4.2% | $4,763+0.8% |
| Participant deferral / active EE | $5,092 | $5,955-14.5% | $5,202-2.1% | $5,983-14.9% |
| Admin fee / account holder | $1,687 | $17,079-90.1% | $13,987-87.9% | $11,252-85.0% |