Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $14,423 | $111,878-87.1% | $93,727-84.6% | $145,897-90.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | -9.66% | 204.28%-213.9pp | 133.83%-143.5pp | 552.29%-561.9pp |
| Employer contribution / active EE | $1,332 | $3,092-56.9% | $2,421-45.0% | $4,663-71.4% |
| Participant deferral / active EE | $5,208 | $4,920+5.8% | $4,417+17.9% | $6,689-22.1% |
| Admin fee / account holder | $2,514 | $10,256-75.5% | $8,292-69.7% | $13,390-81.2% |