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 | $23,547 | $142,392-83.5% | $119,622-80.3% | $134,532-82.5% |
| Participation rate | 92.9% | 82.8%+10.0pp | 79.3%+13.6pp | 81.2%+11.6pp |
| Annual return | -21.68% | -12.46%-9.2pp | -14.98%-6.7pp | 418.27%-439.9pp |
| Employer contribution / active EE | $7,582 | $5,224+45.1% | $4,232+79.1% | $4,741+59.9% |
| Participant deferral / active EE | $9,527 | $6,467+47.3% | $5,601+70.1% | $6,401+48.8% |
| Admin fee / account holder | $567 | $13,593-95.8% | $10,328-94.5% | $11,429-95.0% |