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 | $76,560 | $168,635-54.6% | $147,617-48.1% | $125,389-38.9% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -5.06% | 77.65%-82.7pp | 61.98%-67.0pp | 282.24%-287.3pp |
| Employer contribution / active EE | $10,000 | $6,252+59.9% | $5,564+79.7% | $4,866+105.5% |
| Participant deferral / active EE | $5,671 | $5,507+3.0% | $4,895+15.8% | $5,352+6.0% |
| Admin fee / account holder | $1,891 | $13,580-86.1% | $11,612-83.7% | $9,541-80.2% |