Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $11,598 | $95,915-87.9% | $79,580-85.4% | $134,532-91.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -21.62% | -2.71%-18.9pp | 0.15%-21.8pp | 418.27%-439.9pp |
| Employer contribution / active EE | $4,348 | $3,129+39.0% | $2,413+80.1% | $4,741-8.3% |
| Participant deferral / active EE | $3,321 | $4,693-29.2% | $3,985-16.7% | $6,401-48.1% |
| Admin fee / account holder | $307 | $9,132-96.6% | $6,835-95.5% | $11,429-97.3% |