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 | $110,254 | $138,102-20.2% | $125,381-12.1% | $134,532-18.0% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | -32.03% | 750.73%-782.8pp | 572.31%-604.3pp | 418.27%-450.3pp |
| Employer contribution / active EE | $1,851 | $5,245-64.7% | $4,815-61.6% | $4,741-61.0% |
| Participant deferral / active EE | $9,764 | $7,801+25.2% | $7,448+31.1% | $6,401+52.5% |
| Admin fee / account holder | $3,046 | $11,568-73.7% | $10,007-69.6% | $11,429-73.3% |