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 | $7,230 | $67,823-89.3% | $52,425-86.2% | $137,256-94.7% |
| Participation rate | 80.0% | 63.9%+16.1pp | 55.6%+24.4pp | 80.0%0pp |
| Annual return | -2.01% | 219.11%-221.1pp | 302.12%-304.1pp | 220.34%-222.4pp |
| Employer contribution / active EE | $789 | $1,163-32.1% | $914-13.7% | $4,156-81.0% |
| Participant deferral / active EE | $2,867 | $2,288+25.3% | $1,790+60.2% | $6,407-55.2% |
| Admin fee / account holder | $888 | $2,844-68.8% | $2,495-64.4% | $12,270-92.8% |