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 | $74,476 | $118,488-37.1% | $98,462-24.4% | $139,487-46.6% |
| Participation rate | 100.0% | 77.5%+22.5pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 3.55% | 18.96%-15.4pp | 21.17%-17.6pp | 373.84%-370.3pp |
| Employer contribution / active EE | $11,720 | $3,611+224.6% | $3,049+284.4% | $4,755+146.5% |
| Participant deferral / active EE | $1,837 | $5,393-65.9% | $4,738-61.2% | $6,713-72.6% |
| Admin fee / account holder | $61,350 | $13,868+342.4% | $8,875+591.3% | $11,407+437.8% |