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 | $168,492 | $138,068+22.0% | $125,358+34.4% | $134,493+25.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -21.11% | 750.30%-771.4pp | 572.03%-593.1pp | 418.01%-439.1pp |
| Employer contribution / active EE | $16,118 | $5,244+207.4% | $4,814+234.8% | $4,740+240.0% |
| Participant deferral / active EE | $14,600 | $7,799+87.2% | $7,447+96.1% | $6,400+128.1% |
| Admin fee / account holder | $835 | $11,568-92.8% | $10,007-91.7% | $11,425-92.7% |