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 | $33,322 | $116,203-71.3% | $93,621-64.4% | $152,909-78.2% |
| Participation rate | 78.6% | 78.1%+0.5pp | 75.8%+2.7pp | 82.5%-3.9pp |
| Annual return | -1.01% | 35.96%-37.0pp | 32.76%-33.8pp | 345.46%-346.5pp |
| Employer contribution / active EE | $0 | $3,219-100.0% | $2,719-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,581 | $4,605-43.9% | $4,070-36.6% | $5,851-55.9% |
| Admin fee / account holder | $2,053 | $10,751-80.9% | $7,890-74.0% | $11,601-82.3% |