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 | $19,481 | $45,152-56.9% | $73,836-73.6% | $59,633-67.3% |
| Participation rate | 100.0% | 64.0%+36.0pp | 73.4%+26.6pp | 68.7%+31.3pp |
| Annual return | -3.88% | 27.40%-31.3pp | 2268.06%-2271.9pp | 2041.45%-2045.3pp |
| Employer contribution / active EE | $2,098 | $1,901+10.3% | $2,787-24.7% | $2,203-4.8% |
| Participant deferral / active EE | $3,205 | $2,573+24.6% | $3,583-10.6% | $3,192+0.4% |
| Admin fee / account holder | $1,593 | $3,515-54.7% | $4,882-67.4% | $4,297-62.9% |