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 | $19,812 | $116,434-83.0% | $65,583-69.8% | $139,487-85.8% |
| Participation rate | 100.0% | 67.9%+32.1pp | 65.0%+35.0pp | 80.3%+19.7pp |
| Annual return | 1.89% | 31.34%-29.4pp | 47.46%-45.6pp | 373.84%-371.9pp |
| Employer contribution / active EE | $2,211 | $2,602-15.0% | $1,692+30.6% | $4,755-53.5% |
| Participant deferral / active EE | $0 | $4,245-100.0% | $2,833-100.0% | $6,713-100.0% |
| Admin fee / account holder | $3,044 | $6,696-54.5% | $4,112-26.0% | $11,407-73.3% |