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 | $36,682 | $100,811-63.6% | $86,698-57.7% | $134,545-72.7% |
| Participation rate | 78.6% | 79.0%-0.4pp | 76.6%+2.0pp | 81.2%-2.7pp |
| Annual return | -22.02% | 29.11%-51.1pp | 35.96%-58.0pp | 418.37%-440.4pp |
| Employer contribution / active EE | $1,827 | $3,490-47.7% | $2,837-35.6% | $4,742-61.5% |
| Participant deferral / active EE | $6,136 | $5,339+14.9% | $4,656+31.8% | $6,401-4.1% |
| Admin fee / account holder | $985 | $10,926-91.0% | $7,492-86.9% | $11,431-91.4% |