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 | $116,149 | $102,663+13.1% | $86,216+34.7% | $139,466-16.7% |
| Participation rate | 83.3% | 74.5%+8.8pp | 69.0%+14.4pp | 80.3%+3.0pp |
| Annual return | -6.43% | 1924.52%-1930.9pp | 1169.42%-1175.8pp | 373.66%-380.1pp |
| Employer contribution / active EE | $8,333 | $3,035+174.6% | $2,382+249.9% | $4,754+75.3% |
| Participant deferral / active EE | $1,669 | $4,677-64.3% | $3,986-58.1% | $6,712-75.1% |
| Admin fee / account holder | $43,281 | $8,663+399.6% | $6,853+531.5% | $11,409+279.4% |