Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $30,745 | $138,078-77.7% | $125,363-75.5% | $134,509-77.1% |
| Participation rate | 83.3% | 84.5%-1.2pp | 82.4%+1.0pp | 81.2%+2.1pp |
| Annual return | -21.40% | 750.49%-771.9pp | 572.15%-593.5pp | 418.13%-439.5pp |
| Employer contribution / active EE | $4,111 | $5,245-21.6% | $4,815-14.6% | $4,741-13.3% |
| Participant deferral / active EE | $7,137 | $7,800-8.5% | $7,447-4.2% | $6,400+11.5% |
| Admin fee / account holder | $1,020 | $11,566-91.2% | $10,005-89.8% | $11,427-91.1% |