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 | $54,466 | $180,462-69.8% | $154,111-64.7% | $135,379-59.8% |
| Participation rate | 89.5% | 87.4%+2.0pp | 83.0%+6.4pp | 82.6%+6.8pp |
| Annual return | -9.13% | 888.17%-897.3pp | 735.18%-744.3pp | 519.79%-528.9pp |
| Employer contribution / active EE | $2,831 | $6,036-53.1% | $5,298-46.6% | $4,779-40.8% |
| Participant deferral / active EE | $4,032 | $5,806-30.6% | $5,081-20.6% | $5,609-28.1% |
| Admin fee / account holder | $1,265 | $16,145-92.2% | $13,411-90.6% | $10,828-88.3% |