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 | $133,744 | $138,102-3.2% | $125,381+6.7% | $134,532-0.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -21.99% | 750.73%-772.7pp | 572.31%-594.3pp | 418.27%-440.3pp |
| Employer contribution / active EE | $2,552 | $5,245-51.3% | $4,815-47.0% | $4,741-46.2% |
| Participant deferral / active EE | $6,523 | $7,801-16.4% | $7,448-12.4% | $6,401+1.9% |
| Admin fee / account holder | $8,849 | $11,568-23.5% | $10,007-11.6% | $11,429-22.6% |