Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $220,074 | $160,059+37.5% | $140,019+57.2% | $135,379+62.6% |
| Participation rate | 87.5% | 88.5%-1.0pp | 87.5%0pp | 82.6%+4.9pp |
| Annual return | -9.55% | 911.44%-921.0pp | 651.15%-660.7pp | 519.79%-529.3pp |
| Employer contribution / active EE | $12,556 | $6,420+95.6% | $5,605+124.0% | $4,779+162.7% |
| Participant deferral / active EE | $11,792 | $7,641+54.3% | $6,927+70.2% | $5,609+110.2% |
| Admin fee / account holder | $894 | $13,328-93.3% | $10,705-91.7% | $10,828-91.7% |