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 | $183,655 | $138,102+33.0% | $125,381+46.5% | $134,532+36.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -21.11% | 750.73%-771.8pp | 572.31%-593.4pp | 418.27%-439.4pp |
| Employer contribution / active EE | $1,827 | $5,245-65.2% | $4,815-62.1% | $4,741-61.5% |
| Participant deferral / active EE | $5,400 | $7,801-30.8% | $7,448-27.5% | $6,401-15.6% |
| Admin fee / account holder | $1,137 | $11,568-90.2% | $10,007-88.6% | $11,429-90.0% |