Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $31,113 | $138,102-77.5% | $125,381-75.2% | $134,532-76.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -26.92% | 750.73%-777.6pp | 572.31%-599.2pp | 418.27%-445.2pp |
| Employer contribution / active EE | $5,913 | $5,245+12.7% | $4,815+22.8% | $4,741+24.7% |
| Participant deferral / active EE | $17,553 | $7,801+125.0% | $7,448+135.7% | $6,401+174.2% |
| Admin fee / account holder | $5,124 | $11,568-55.7% | $10,007-48.8% | $11,429-55.2% |