Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $38,788 | $82,674-53.1% | $125,381-69.1% | $68,486-43.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -20.66% | -5.97%-14.7pp | 572.31%-593.0pp | -7.85%-12.8pp |
| Employer contribution / active EE | $6,071 | $3,382+79.5% | $4,815+26.1% | $2,597+133.8% |
| Participant deferral / active EE | $12,919 | $6,111+111.4% | $7,448+73.5% | $4,028+220.8% |
| Admin fee / account holder | $766 | $6,277-87.8% | $10,007-92.3% | $5,404-85.8% |