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 | $218,871 | $138,102+58.5% | $125,381+74.6% | $134,532+62.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -20.72% | 750.73%-771.4pp | 572.31%-593.0pp | 418.27%-439.0pp |
| Employer contribution / active EE | $11,013 | $5,245+110.0% | $4,815+128.7% | $4,741+132.3% |
| Participant deferral / active EE | $12,962 | $7,801+66.2% | $7,448+74.0% | $6,401+102.5% |
| Admin fee / account holder | $1,628 | $11,568-85.9% | $10,007-83.7% | $11,429-85.8% |