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 | $37,776 | $167,362-77.4% | $143,799-73.7% | $134,532-71.9% |
| Participation rate | 80.0% | 84.8%-4.8pp | 80.3%-0.3pp | 81.2%-1.2pp |
| Annual return | -20.35% | 0.47%-20.8pp | -0.04%-20.3pp | 418.27%-438.6pp |
| Employer contribution / active EE | $8,307 | $5,620+47.8% | $4,952+67.8% | $4,741+75.2% |
| Participant deferral / active EE | $7,637 | $6,447+18.5% | $5,638+35.5% | $6,401+19.3% |
| Admin fee / account holder | $8,427 | $18,094-53.4% | $14,677-42.6% | $11,429-26.3% |