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 | $119,784 | $138,075-13.2% | $123,552-3.0% | $135,379-11.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -10.41% | 153.70%-164.1pp | 119.20%-129.6pp | 519.79%-530.2pp |
| Employer contribution / active EE | $11,407 | $5,152+121.4% | $4,628+146.5% | $4,779+138.7% |
| Participant deferral / active EE | $14,835 | $6,800+118.2% | $6,426+130.9% | $5,609+164.5% |
| Admin fee / account holder | $5,582 | $10,917-48.9% | $9,285-39.9% | $10,828-48.4% |