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 | $17,212 | $100,792-82.9% | $86,691-80.1% | $134,509-87.2% |
| Participation rate | 85.7% | 78.9%+6.8pp | 76.6%+9.1pp | 81.2%+4.5pp |
| Annual return | -26.94% | 29.08%-56.0pp | 35.94%-62.9pp | 418.13%-445.1pp |
| Employer contribution / active EE | $2,662 | $3,491-23.8% | $2,837-6.2% | $4,741-43.9% |
| Participant deferral / active EE | $6,304 | $5,339+18.1% | $4,656+35.4% | $6,400-1.5% |
| Admin fee / account holder | $940 | $10,924-91.4% | $7,492-87.5% | $11,427-91.8% |