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 | $22,235 | $72,177-69.2% | $115,038-80.7% | $59,633-62.7% |
| Participation rate | 96.8% | 72.6%+24.2pp | 81.4%+15.4pp | 68.7%+28.1pp |
| Annual return | -55.03% | 12.02%-67.1pp | 26.14%-81.2pp | 2041.45%-2096.5pp |
| Employer contribution / active EE | $6,596 | $2,841+132.2% | $4,608+43.1% | $2,203+199.5% |
| Participant deferral / active EE | $0 | $4,783-100.0% | $6,026-100.0% | $3,192-100.0% |
| Admin fee / account holder | $1,204 | $4,927-75.6% | $8,175-85.3% | $4,297-72.0% |