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 | $16,672 | $93,124-82.1% | $77,100-78.4% | $134,545-87.6% |
| Participation rate | 83.3% | 74.5%+8.8pp | 67.9%+15.4pp | 81.2%+2.1pp |
| Annual return | -27.06% | 62.68%-89.7pp | 42.35%-69.4pp | 418.37%-445.4pp |
| Employer contribution / active EE | $2,461 | $3,421-28.1% | $2,815-12.6% | $4,742-48.1% |
| Participant deferral / active EE | $7,475 | $5,242+42.6% | $4,430+68.7% | $6,401+16.8% |
| Admin fee / account holder | $992 | $6,970-85.8% | $5,443-81.8% | $11,431-91.3% |