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 | $32,753 | $53,162-38.4% | $91,225-64.1% | $68,486-52.2% |
| Participation rate | 73.7% | 63.2%+10.5pp | 73.2%+0.5pp | 67.9%+5.8pp |
| Annual return | -20.72% | -3.14%-17.6pp | 114.12%-134.8pp | -7.85%-12.9pp |
| Employer contribution / active EE | $5,962 | $1,709+248.8% | $2,851+109.1% | $2,597+129.6% |
| Participant deferral / active EE | $8,028 | $2,974+170.0% | $4,233+89.6% | $4,028+99.3% |
| Admin fee / account holder | $2,768 | $4,493-38.4% | $5,422-49.0% | $5,404-48.8% |