Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $20,955 | $73,848-71.6% | $143,799-85.4% | $68,486-69.4% |
| Participation rate | 88.5% | 66.7%+21.8pp | 80.3%+8.1pp | 67.9%+20.6pp |
| Annual return | -19.35% | 0.91%-20.3pp | -0.04%-19.3pp | -7.85%-11.5pp |
| Employer contribution / active EE | $2,018 | $3,184-36.6% | $4,952-59.2% | $2,597-22.3% |
| Participant deferral / active EE | $4,016 | $3,385+18.7% | $5,638-28.8% | $4,028-0.3% |
| Admin fee / account holder | $1,074 | $5,755-81.3% | $14,677-92.7% | $5,404-80.1% |