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 | $23,552 | $129,959-81.9% | $104,301-77.4% | $134,509-82.5% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -20.72% | 42.04%-62.8pp | 24.61%-45.3pp | 418.13%-438.9pp |
| Employer contribution / active EE | $3,029 | $4,185-27.6% | $3,373-10.2% | $4,741-36.1% |
| Participant deferral / active EE | $4,646 | $5,589-16.9% | $4,626+0.4% | $6,400-27.4% |
| Admin fee / account holder | $422 | $9,325-95.5% | $7,340-94.3% | $11,427-96.3% |