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 | $68,550 | $160,059-57.2% | $140,019-51.0% | $135,379-49.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -13.57% | 911.44%-925.0pp | 651.15%-664.7pp | 519.79%-533.4pp |
| Employer contribution / active EE | $4,649 | $6,420-27.6% | $5,605-17.1% | $4,779-2.7% |
| Participant deferral / active EE | $12,386 | $7,641+62.1% | $6,927+78.8% | $5,609+120.8% |
| Admin fee / account holder | $1,555 | $13,328-88.3% | $10,705-85.5% | $10,828-85.6% |