Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $94,859 | $100,073-5.2% | $85,126+11.4% | $145,877-35.0% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | -16.70% | 84.11%-100.8pp | 66.63%-83.3pp | 551.28%-568.0pp |
| Employer contribution / active EE | $3,307 | $3,236+2.2% | $2,731+21.1% | $4,663-29.1% |
| Participant deferral / active EE | $13,875 | $5,294+162.1% | $4,523+206.7% | $6,691+107.4% |
| Admin fee / account holder | $1,034 | $7,261-85.8% | $6,160-83.2% | $13,402-92.3% |