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 | $18,143 | $190,916-90.5% | $160,037-88.7% | $134,545-86.5% |
| Participation rate | 85.7% | 82.0%+3.7pp | 78.0%+7.7pp | 81.2%+4.5pp |
| Annual return | -24.58% | 552.79%-577.4pp | 408.95%-433.5pp | 418.37%-443.0pp |
| Employer contribution / active EE | $1,167 | $4,996-76.6% | $4,226-72.4% | $4,742-75.4% |
| Participant deferral / active EE | $7,005 | $6,925+1.2% | $6,184+13.3% | $6,401+9.4% |
| Admin fee / account holder | $3,896 | $10,497-62.9% | $8,716-55.3% | $11,431-65.9% |