Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $15,033 | $37,463-59.9% | $77,096-80.5% | $66,938-77.5% |
| Participation rate | 74.6% | 52.9%+21.6pp | 67.9%+6.7pp | 69.8%+4.8pp |
| Annual return | -25.51% | -3.25%-22.3pp | 42.35%-67.9pp | 1.58%-27.1pp |
| Employer contribution / active EE | $2,729 | $1,535+77.8% | $2,814-3.0% | $2,545+7.2% |
| Participant deferral / active EE | $4,928 | $2,621+88.0% | $4,429+11.3% | $4,238+16.3% |
| Admin fee / account holder | $431 | $568-24.2% | $5,428-92.1% | $594-27.4% |