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 | $14,356 | $133,998-89.3% | $112,263-87.2% | $134,545-89.3% |
| Participation rate | 80.0% | 78.6%+1.4pp | 75.1%+4.9pp | 81.2%-1.2pp |
| Annual return | -20.85% | 47.17%-68.0pp | 27.49%-48.3pp | 418.37%-439.2pp |
| Employer contribution / active EE | $3,120 | $4,040-22.8% | $3,636-14.2% | $4,742-34.2% |
| Participant deferral / active EE | $4,632 | $5,292-12.5% | $4,729-2.1% | $6,401-27.6% |
| Admin fee / account holder | $1,132 | $7,493-84.9% | $6,410-82.3% | $11,431-90.1% |