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 | $92,314 | $138,078-33.1% | $125,363-26.4% | $134,509-31.4% |
| Participation rate | 76.5% | 84.5%-8.0pp | 82.4%-5.9pp | 81.2%-4.8pp |
| Annual return | -23.80% | 750.49%-774.3pp | 572.15%-595.9pp | 418.13%-441.9pp |
| Employer contribution / active EE | $2,854 | $5,245-45.6% | $4,815-40.7% | $4,741-39.8% |
| Participant deferral / active EE | $7,982 | $7,800+2.3% | $7,447+7.2% | $6,400+24.7% |
| Admin fee / account holder | $1,952 | $11,566-83.1% | $10,005-80.5% | $11,427-82.9% |