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 | $23,710 | $78,694-69.9% | $67,653-65.0% | $125,388-81.1% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 83.2%+16.8pp |
| Annual return | -3.92% | 9.46%-13.4pp | 6625.22%-6629.1pp | 282.24%-286.2pp |
| Employer contribution / active EE | $2,057 | $3,044-32.4% | $2,266-9.2% | $4,866-57.7% |
| Participant deferral / active EE | $5,977 | $4,292+39.2% | $3,560+67.9% | $5,352+11.7% |
| Admin fee / account holder | $437 | $7,403-94.1% | $4,821-90.9% | $9,541-95.4% |