Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $23,171 | $59,111-60.8% | $86,451-73.2% | $68,490-66.2% |
| Participation rate | 79.5% | 75.2%+4.3pp | 80.3%-0.8pp | 67.9%+11.6pp |
| Annual return | -20.66% | -0.22%-20.4pp | 4398.51%-4419.2pp | -7.85%-12.8pp |
| Employer contribution / active EE | $2,880 | $2,519+14.3% | $3,770-23.6% | $2,597+10.9% |
| Participant deferral / active EE | $8,211 | $5,900+39.2% | $6,953+18.1% | $4,028+103.9% |
| Admin fee / account holder | $2,079 | $5,640-63.1% | $6,734-69.1% | $5,403-61.5% |