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 | $104,629 | $138,102-24.2% | $125,381-16.6% | $134,532-22.2% |
| Participation rate | 84.6% | 84.5%+0.1pp | 82.4%+2.2pp | 81.2%+3.4pp |
| Annual return | -22.34% | 750.73%-773.1pp | 572.31%-594.6pp | 418.27%-440.6pp |
| Employer contribution / active EE | $1,821 | $5,245-65.3% | $4,815-62.2% | $4,741-61.6% |
| Participant deferral / active EE | $9,321 | $7,801+19.5% | $7,448+25.2% | $6,401+45.6% |
| Admin fee / account holder | $15,932 | $11,568+37.7% | $10,007+59.2% | $11,429+39.4% |