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 | $29,568 | $82,674-64.2% | $125,381-76.4% | $68,486-56.8% |
| Participation rate | 73.1% | 75.1%-2.0pp | 82.4%-9.3pp | 67.9%+5.2pp |
| Annual return | -22.50% | -5.97%-16.5pp | 572.31%-594.8pp | -7.85%-14.6pp |
| Employer contribution / active EE | $1,960 | $3,382-42.0% | $4,815-59.3% | $2,597-24.5% |
| Participant deferral / active EE | $3,732 | $6,111-38.9% | $7,448-49.9% | $4,028-7.3% |
| Admin fee / account holder | $1,015 | $6,277-83.8% | $10,007-89.9% | $5,404-81.2% |