Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $43,314 | $88,596-51.1% | $70,098-38.2% | $134,509-67.8% |
| Participation rate | 88.9% | 74.9%+14.0pp | 70.5%+18.4pp | 81.2%+7.7pp |
| Annual return | -24.38% | 442.67%-467.0pp | 190.76%-215.1pp | 418.13%-442.5pp |
| Employer contribution / active EE | $333 | $3,235-89.7% | $2,560-87.0% | $4,741-93.0% |
| Participant deferral / active EE | $10,069 | $4,772+111.0% | $3,849+161.6% | $6,400+57.3% |
| Admin fee / account holder | $13,883 | $10,441+33.0% | $6,266+121.6% | $11,427+21.5% |