Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $157,299 | $82,674+90.3% | $125,381+25.5% | $68,486+129.7% |
| Participation rate | 70.6% | 75.1%-4.5pp | 82.4%-11.8pp | 67.9%+2.7pp |
| Annual return | -21.39% | -5.97%-15.4pp | 572.31%-593.7pp | -7.85%-13.5pp |
| Employer contribution / active EE | $1,680 | $3,382-50.3% | $4,815-65.1% | $2,597-35.3% |
| Participant deferral / active EE | $6,528 | $6,111+6.8% | $7,448-12.4% | $4,028+62.1% |
| Admin fee / account holder | $6,462 | $6,277+2.9% | $10,007-35.4% | $5,404+19.6% |