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 | $67,602 | $202,440-66.6% | $169,390-60.1% | $139,466-51.5% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | -6.94% | 532.36%-539.3pp | 406.07%-413.0pp | 373.66%-380.6pp |
| Employer contribution / active EE | $2,689 | $4,693-42.7% | $4,013-33.0% | $4,754-43.4% |
| Participant deferral / active EE | $13,029 | $6,940+87.7% | $6,222+109.4% | $6,712+94.1% |
| Admin fee / account holder | $6,410 | $10,722-40.2% | $9,015-28.9% | $11,409-43.8% |