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 | $17,881 | $100,792-82.3% | $86,691-79.4% | $134,509-86.7% |
| Participation rate | 92.3% | 78.9%+13.4pp | 76.6%+15.7pp | 81.2%+11.1pp |
| Annual return | -21.61% | 29.08%-50.7pp | 35.94%-57.6pp | 418.13%-439.7pp |
| Employer contribution / active EE | $3,281 | $3,491-6.0% | $2,837+15.7% | $4,741-30.8% |
| Participant deferral / active EE | $7,135 | $5,339+33.6% | $4,656+53.2% | $6,400+11.5% |
| Admin fee / account holder | $993 | $10,924-90.9% | $7,492-86.7% | $11,427-91.3% |