Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $24,839 | $97,732-74.6% | $83,831-70.4% | $135,380-81.7% |
| Participation rate | 90.9% | 80.0%+11.0pp | 76.1%+14.8pp | 82.6%+8.3pp |
| Annual return | -17.18% | 1287.56%-1304.7pp | 850.99%-868.2pp | 519.81%-537.0pp |
| Employer contribution / active EE | $7,227 | $4,222+71.2% | $3,631+99.0% | $4,779+51.2% |
| Participant deferral / active EE | $2,730 | $4,683-41.7% | $4,082-33.1% | $5,609-51.3% |
| Admin fee / account holder | $845 | $6,675-87.3% | $5,479-84.6% | $10,828-92.2% |