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 | $18,091 | $75,962-76.2% | $154,108-88.3% | $64,173-71.8% |
| Participation rate | 82.1% | 70.4%+11.7pp | 83.0%-0.9pp | 69.6%+12.6pp |
| Annual return | -11.30% | 30.32%-41.6pp | 735.21%-746.5pp | 7.63%-18.9pp |
| Employer contribution / active EE | $4,711 | $3,350+40.6% | $5,298-11.1% | $2,381+97.9% |
| Participant deferral / active EE | $3,664 | $3,175+15.4% | $5,081-27.9% | $3,470+5.6% |
| Admin fee / account holder | $859 | $5,589-84.6% | $13,411-93.6% | $4,887-82.4% |