Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $57,021 | $45,872+24.3% | $77,081-26.0% | $68,495-16.8% |
| Participation rate | 76.7% | 55.9%+20.7pp | 67.9%+8.8pp | 67.9%+8.8pp |
| Annual return | -20.30% | 1.73%-22.0pp | 42.33%-62.6pp | -7.84%-12.5pp |
| Employer contribution / active EE | $1,448 | $1,650-12.2% | $2,813-48.5% | $2,596-44.2% |
| Participant deferral / active EE | $3,541 | $2,963+19.5% | $4,428-20.0% | $4,028-12.1% |
| Admin fee / account holder | $1,659 | $3,041-45.4% | $5,427-69.4% | $5,403-69.3% |