Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $57,651 | $102,663-43.8% | $86,216-33.1% | $139,466-58.7% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | -5.80% | 1924.52%-1930.3pp | 1169.42%-1175.2pp | 373.66%-379.5pp |
| Employer contribution / active EE | $13,745 | $3,035+352.9% | $2,382+477.1% | $4,754+189.1% |
| Participant deferral / active EE | $6,063 | $4,677+29.6% | $3,986+52.1% | $6,712-9.7% |
| Admin fee / account holder | $477 | $8,663-94.5% | $6,853-93.0% | $11,409-95.8% |