Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $23,091 | $84,527-72.7% | $67,711-65.9% | $125,393-81.6% |
| Participation rate | 100.0% | 74.8%+25.2pp | 67.5%+32.5pp | 83.2%+16.8pp |
| Annual return | -7.25% | 2.57%-9.8pp | 25.41%-32.7pp | 282.23%-289.5pp |
| Employer contribution / active EE | $2,144 | $3,292-34.9% | $2,559-16.2% | $4,866-55.9% |
| Participant deferral / active EE | $4,080 | $4,429-7.9% | $3,585+13.8% | $5,351-23.8% |
| Admin fee / account holder | $1,616 | $5,340-69.7% | $4,255-62.0% | $9,541-83.1% |