Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $137,161 | $166,268-17.5% | $165,100-16.9% | $145,897-6.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | -41.96% | 100.52%-142.5pp | 70.21%-112.2pp | 552.29%-594.3pp |
| Employer contribution / active EE | $1,765 | $5,284-66.6% | $4,348-59.4% | $4,663-62.1% |
| Participant deferral / active EE | $3,842 | $6,964-44.8% | $6,035-36.3% | $6,689-42.6% |
| Admin fee / account holder | $1,306 | $16,659-92.2% | $12,696-89.7% | $13,390-90.2% |