Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $22,121 | $29,733-25.6% | $56,025-60.5% | $80,959-72.7% |
| Participation rate | 100.0% | 41.7%+58.3pp | 52.5%+47.5pp | 67.7%+32.3pp |
| Annual return | 9.57% | 35.28%-25.7pp | 1712.69%-1703.1pp | 35.67%-26.1pp |
| Employer contribution / active EE | $2,411 | $672+258.9% | $1,042+131.4% | $2,757-12.6% |
| Participant deferral / active EE | $3,183 | $1,229+158.9% | $1,955+62.9% | $4,300-26.0% |
| Admin fee / account holder | $18,890 | $2,434+676.2% | $2,828+567.9% | $6,925+172.8% |