Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $48,321 | $138,075-65.0% | $123,552-60.9% | $135,379-64.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -18.40% | 153.70%-172.1pp | 119.20%-137.6pp | 519.79%-538.2pp |
| Employer contribution / active EE | $18,416 | $5,152+257.5% | $4,628+297.9% | $4,779+285.4% |
| Participant deferral / active EE | $13,115 | $6,800+92.9% | $6,426+104.1% | $5,609+133.8% |
| Admin fee / account holder | $518 | $10,917-95.3% | $9,285-94.4% | $10,828-95.2% |