Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $15,294 | $138,114-88.9% | $125,391-87.8% | $134,545-88.6% |
| Participation rate | 86.4% | 84.5%+1.9pp | 82.4%+4.0pp | 81.2%+5.1pp |
| Annual return | -23.69% | 750.88%-774.6pp | 572.41%-596.1pp | 418.37%-442.1pp |
| Employer contribution / active EE | $2,900 | $5,246-44.7% | $4,816-39.8% | $4,742-38.8% |
| Participant deferral / active EE | $6,718 | $7,801-13.9% | $7,448-9.8% | $6,401+5.0% |
| Admin fee / account holder | $554 | $11,570-95.2% | $10,009-94.5% | $11,431-95.2% |