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 | $49,098 | $168,636-70.9% | $147,618-66.7% | $125,388-60.8% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -3.82% | 77.65%-81.5pp | 61.98%-65.8pp | 282.24%-286.1pp |
| Employer contribution / active EE | $1,686 | $6,252-73.0% | $5,565-69.7% | $4,866-65.4% |
| Participant deferral / active EE | $3,980 | $5,507-27.7% | $4,895-18.7% | $5,352-25.6% |
| Admin fee / account holder | $428 | $13,580-96.8% | $11,612-96.3% | $9,541-95.5% |