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 | $37,986 | $133,998-71.7% | $112,263-66.2% | $134,545-71.8% |
| Participation rate | 81.8% | 78.6%+3.3pp | 75.1%+6.8pp | 81.2%+0.6pp |
| Annual return | -24.18% | 47.17%-71.4pp | 27.49%-51.7pp | 418.37%-442.6pp |
| Employer contribution / active EE | $2,051 | $4,040-49.2% | $3,636-43.6% | $4,742-56.7% |
| Participant deferral / active EE | $5,550 | $5,292+4.9% | $4,729+17.4% | $6,401-13.3% |
| Admin fee / account holder | $748 | $7,493-90.0% | $6,410-88.3% | $11,431-93.5% |