Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $21,081 | $95,979-78.0% | $74,551-71.7% | $135,380-84.4% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -13.80% | 56.97%-70.8pp | 32.53%-46.3pp | 519.81%-533.6pp |
| Employer contribution / active EE | $4,658 | $2,716+71.5% | $1,961+137.5% | $4,779-2.5% |
| Participant deferral / active EE | $7,479 | $3,844+94.6% | $3,108+140.6% | $5,609+33.3% |
| Admin fee / account holder | $3,024 | $6,522-53.6% | $5,059-40.2% | $10,828-72.1% |