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 | $27,057 | $138,076-80.4% | $123,553-78.1% | $135,380-80.0% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -12.29% | 153.70%-166.0pp | 119.21%-131.5pp | 519.81%-532.1pp |
| Employer contribution / active EE | $2,791 | $5,152-45.8% | $4,628-39.7% | $4,779-41.6% |
| Participant deferral / active EE | $5,771 | $6,800-15.1% | $6,426-10.2% | $5,609+2.9% |
| Admin fee / account holder | $776 | $10,917-92.9% | $9,284-91.6% | $10,828-92.8% |