Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $72,644 | $138,102-47.4% | $125,381-42.1% | $134,532-46.0% |
| Participation rate | 94.1% | 84.5%+9.6pp | 82.4%+11.7pp | 81.2%+12.9pp |
| Annual return | -21.38% | 750.73%-772.1pp | 572.31%-593.7pp | 418.27%-439.7pp |
| Employer contribution / active EE | $8,162 | $5,245+55.6% | $4,815+69.5% | $4,741+72.2% |
| Participant deferral / active EE | $6,175 | $7,801-20.8% | $7,448-17.1% | $6,401-3.5% |
| Admin fee / account holder | $328 | $11,568-97.2% | $10,007-96.7% | $11,429-97.1% |