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 | $79,728 | $176,120-54.7% | $159,487-50.0% | $167,553-52.4% |
| Participation rate | 77.8% | 85.0%-7.2pp | 82.8%-5.1pp | 82.1%-4.3pp |
| Annual return | -4.46% | 331.95%-336.4pp | 263.71%-268.2pp | 478.89%-483.4pp |
| Employer contribution / active EE | $2,665 | $5,299-49.7% | $4,831-44.8% | $4,840-44.9% |
| Participant deferral / active EE | $6,809 | $7,752-12.2% | $7,354-7.4% | $6,343+7.4% |
| Admin fee / account holder | $520 | $12,561-95.9% | $10,804-95.2% | $12,316-95.8% |