Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $25,058 | $124,314-79.8% | $109,163-77.0% | $167,518-85.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | -7.91% | 26.04%-34.0pp | 25.75%-33.7pp | 478.71%-486.6pp |
| Employer contribution / active EE | $0 | $4,209-100.0% | $3,723-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $7,054 | $5,256+34.2% | $4,654+51.6% | $6,342+11.2% |
| Admin fee / account holder | $1,449 | $7,973-81.8% | $6,754-78.5% | $12,312-88.2% |