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 | $25,519 | $75,962-66.4% | $154,108-83.4% | $64,173-60.2% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -10.73% | 30.32%-41.1pp | 735.21%-745.9pp | 7.63%-18.4pp |
| Employer contribution / active EE | $5,346 | $3,350+59.6% | $5,298+0.9% | $2,381+124.6% |
| Participant deferral / active EE | $4,054 | $3,175+27.7% | $5,081-20.2% | $3,470+16.8% |
| Admin fee / account holder | $1,400 | $5,589-75.0% | $13,411-89.6% | $4,887-71.4% |