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 | $23,702 | $82,678-71.3% | $125,391-81.1% | $68,490-65.4% |
| Participation rate | 89.1% | 75.1%+14.1pp | 82.4%+6.7pp | 67.9%+21.2pp |
| Annual return | -23.45% | -5.97%-17.5pp | 572.41%-595.9pp | -7.85%-15.6pp |
| Employer contribution / active EE | $3,652 | $3,382+8.0% | $4,816-24.2% | $2,597+40.6% |
| Participant deferral / active EE | $9,982 | $6,111+63.3% | $7,448+34.0% | $4,028+147.8% |
| Admin fee / account holder | $385 | $6,277-93.9% | $10,009-96.2% | $5,403-92.9% |