Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $54,208 | $82,324-34.2% | $68,803-21.2% | $134,545-59.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -22.24% | -2.17%-20.1pp | -6.37%-15.9pp | 418.37%-440.6pp |
| Employer contribution / active EE | $820 | $3,302-75.2% | $2,656-69.1% | $4,742-82.7% |
| Participant deferral / active EE | $20,500 | $4,740+332.5% | $3,942+420.1% | $6,401+220.2% |
| Admin fee / account holder | $499 | $6,485-92.3% | $4,936-89.9% | $11,431-95.6% |