Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $120,447 | $90,590+33.0% | $90,782+32.7% | $135,379-11.0% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.7%+17.3pp | 82.6%+17.4pp |
| Annual return | -10.89% | -3.40%-7.5pp | -3.42%-7.5pp | 519.79%-530.7pp |
| Employer contribution / active EE | $3,851 | $4,352-11.5% | $4,105-6.2% | $4,779-19.4% |
| Participant deferral / active EE | $6,125 | $5,407+13.3% | $5,366+14.1% | $5,609+9.2% |
| Admin fee / account holder | $1,508 | $7,683-80.4% | $5,908-74.5% | $10,828-86.1% |