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 | $138,114+22.0% | $125,391+34.4% | $134,545+25.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -21.11% | 750.88%-772.0pp | 572.41%-593.5pp | 418.37%-439.5pp |
| Employer contribution / active EE | $16,118 | $5,246+207.2% | $4,816+234.7% | $4,742+239.9% |
| Participant deferral / active EE | $14,600 | $7,801+87.2% | $7,448+96.0% | $6,401+128.1% |
| Admin fee / account holder | $835 | $11,570-92.8% | $10,009-91.7% | $11,431-92.7% |