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 | $31,573 | $45,566-30.7% | $64,105-50.7% | $59,633-47.1% |
| Participation rate | 83.7% | 60.2%+23.5pp | 68.2%+15.5pp | 68.7%+15.0pp |
| Annual return | -3.32% | 4.95%-8.3pp | 791.24%-794.6pp | 2041.45%-2044.8pp |
| Employer contribution / active EE | $531 | $934-43.2% | $1,820-70.8% | $2,203-75.9% |
| Participant deferral / active EE | $3,161 | $2,057+53.7% | $2,822+12.0% | $3,192-1.0% |
| Admin fee / account holder | $4,249 | $3,268+30.0% | $4,499-5.6% | $4,297-1.1% |