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 | $28,430 | $49,177-42.2% | $79,476-64.2% | $64,181-55.7% |
| Participation rate | 97.4% | 65.0%+32.4pp | 73.3%+24.1pp | 69.6%+27.8pp |
| Annual return | -8.36% | -1.16%-7.2pp | 718.21%-726.6pp | 7.63%-16.0pp |
| Employer contribution / active EE | $2,175 | $2,076+4.7% | $2,800-22.3% | $2,381-8.7% |
| Participant deferral / active EE | $2,149 | $2,821-23.8% | $3,704-42.0% | $3,470-38.1% |
| Admin fee / account holder | $443 | $3,839-88.5% | $5,113-91.3% | $4,887-90.9% |