Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $23,261 | $142,409-83.7% | $119,634-80.6% | $134,545-82.7% |
| Participation rate | 81.3% | 82.8%-1.6pp | 79.3%+2.0pp | 81.2%0pp |
| Annual return | -32.35% | -12.46%-19.9pp | -14.98%-17.4pp | 418.37%-450.7pp |
| Employer contribution / active EE | $7,976 | $5,224+52.7% | $4,232+88.4% | $4,742+68.2% |
| Participant deferral / active EE | $6,351 | $6,468-1.8% | $5,601+13.4% | $6,401-0.8% |
| Admin fee / account holder | $1,933 | $13,594-85.8% | $10,329-81.3% | $11,431-83.1% |