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 | $99,131 | $97,732+1.4% | $83,831+18.3% | $135,380-26.8% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -9.88% | 1287.56%-1297.4pp | 850.99%-860.9pp | 519.81%-529.7pp |
| Employer contribution / active EE | $10,884 | $4,222+157.8% | $3,631+199.7% | $4,779+127.8% |
| Participant deferral / active EE | $13,298 | $4,683+184.0% | $4,082+225.8% | $5,609+137.1% |
| Admin fee / account holder | $1,051 | $6,675-84.3% | $5,479-80.8% | $10,828-90.3% |