Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $22,968 | $82,678-72.2% | $125,391-81.7% | $68,490-66.5% |
| Participation rate | 90.6% | 75.1%+15.6pp | 82.4%+8.2pp | 67.9%+22.7pp |
| Annual return | -22.33% | -5.97%-16.4pp | 572.41%-594.7pp | -7.85%-14.5pp |
| Employer contribution / active EE | $3,002 | $3,382-11.2% | $4,816-37.7% | $2,597+15.6% |
| Participant deferral / active EE | $5,478 | $6,111-10.4% | $7,448-26.5% | $4,028+36.0% |
| Admin fee / account holder | $377 | $6,277-94.0% | $10,009-96.2% | $5,403-93.0% |