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 | $49,381 | $160,059-69.1% | $140,019-64.7% | $135,382-63.5% |
| Participation rate | 84.6% | 88.5%-3.9pp | 87.5%-2.9pp | 82.6%+2.0pp |
| Annual return | -10.39% | 911.44%-921.8pp | 651.15%-661.5pp | 519.77%-530.2pp |
| Employer contribution / active EE | $4,841 | $6,420-24.6% | $5,605-13.6% | $4,779+1.3% |
| Participant deferral / active EE | $13,558 | $7,641+77.4% | $6,927+95.7% | $5,609+141.7% |
| Admin fee / account holder | $362 | $13,328-97.3% | $10,705-96.6% | $10,829-96.7% |