Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $20,161 | $95,917-79.0% | $79,583-74.7% | $134,545-85.0% |
| Participation rate | 85.0% | 75.0%+10.0pp | 69.5%+15.5pp | 81.2%+3.8pp |
| Annual return | -23.70% | -2.70%-21.0pp | 0.16%-23.9pp | 418.37%-442.1pp |
| Employer contribution / active EE | $1,285 | $3,129-59.0% | $2,414-46.8% | $4,742-72.9% |
| Participant deferral / active EE | $4,454 | $4,694-5.1% | $3,986+11.7% | $6,401-30.4% |
| Admin fee / account holder | $503 | $9,132-94.5% | $6,835-92.6% | $11,431-95.6% |