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 | $23,385 | $44,850-47.9% | $60,547-61.4% | $59,633-60.8% |
| Participation rate | 70.4% | 59.5%+10.9pp | 68.0%+2.4pp | 68.7%+1.7pp |
| Annual return | -5.08% | 1074.14%-1079.2pp | 335.64%-340.7pp | 2041.45%-2046.5pp |
| Employer contribution / active EE | $1,192 | $1,462-18.5% | $2,419-50.7% | $2,203-45.9% |
| Participant deferral / active EE | $3,837 | $2,230+72.1% | $3,328+15.3% | $3,192+20.2% |
| Admin fee / account holder | $664 | $3,635-81.7% | $4,536-85.4% | $4,297-84.6% |