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 | $25,502 | $100,792-74.7% | $86,691-70.6% | $134,509-81.0% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -23.88% | 29.08%-53.0pp | 35.94%-59.8pp | 418.13%-442.0pp |
| Employer contribution / active EE | $2,331 | $3,491-33.2% | $2,837-17.8% | $4,741-50.8% |
| Participant deferral / active EE | $4,464 | $5,339-16.4% | $4,656-4.1% | $6,400-30.3% |
| Admin fee / account holder | $2,637 | $10,924-75.9% | $7,492-64.8% | $11,427-76.9% |