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 | $3,493 | $23,330-85.0% | $64,489-94.6% | $82,448-95.8% |
| Participation rate | 88.9% | 68.3%+20.6pp | 67.7%+21.2pp | 68.1%+20.8pp |
| Annual return | -36.45% | 83.66%-120.1pp | 55.03%-91.5pp | 41.64%-78.1pp |
| Employer contribution / active EE | $1,135 | $824+37.7% | $1,523-25.5% | $2,551-55.5% |
| Participant deferral / active EE | $2,463 | $1,707+44.3% | $2,778-11.3% | $4,139-40.5% |
| Admin fee / account holder | $1,951 | $2,946-33.8% | $4,260-54.2% | $7,234-73.0% |