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 | $32,234 | $57,352-43.8% | $83,830-61.5% | $64,173-49.8% |
| Participation rate | 93.9% | 68.6%+25.3pp | 76.1%+17.8pp | 69.6%+24.4pp |
| Annual return | -10.23% | 11.38%-21.6pp | 850.97%-861.2pp | 7.63%-17.9pp |
| Employer contribution / active EE | $4,060 | $2,546+59.5% | $3,631+11.8% | $2,381+70.5% |
| Participant deferral / active EE | $2,483 | $2,993-17.1% | $4,082-39.2% | $3,470-28.4% |
| Admin fee / account holder | $1,077 | $4,046-73.4% | $5,479-80.3% | $4,887-78.0% |