Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $45,586 | $202,342-77.5% | $172,753-73.6% | $152,909-70.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | -39.40% | 1029.88%-1069.3pp | 803.00%-842.4pp | 345.46%-384.9pp |
| Employer contribution / active EE | $10,691 | $5,857+82.5% | $5,144+107.8% | $4,764+124.4% |
| Participant deferral / active EE | $2,576 | $5,948-56.7% | $5,198-50.4% | $5,851-56.0% |
| Admin fee / account holder | $4,080 | $17,112-76.2% | $13,956-70.8% | $11,601-64.8% |