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 | $16,450 | $134,001-87.7% | $112,258-85.3% | $134,509-87.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -24.88% | 47.15%-72.0pp | 27.47%-52.3pp | 418.13%-443.0pp |
| Employer contribution / active EE | $4,150 | $4,039+2.7% | $3,636+14.2% | $4,741-12.5% |
| Participant deferral / active EE | $13,154 | $5,291+148.6% | $4,728+178.2% | $6,400+105.5% |
| Admin fee / account holder | $629 | $7,491-91.6% | $6,411-90.2% | $11,427-94.5% |