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 | $97,763 | $65,704+48.8% | $94,229+3.8% | $59,633+63.9% |
| Participation rate | 74.0% | 72.1%+1.9pp | 78.8%-4.8pp | 68.7%+5.3pp |
| Annual return | -2.50% | 5.22%-7.7pp | 10.68%-13.2pp | 2041.45%-2043.9pp |
| Employer contribution / active EE | $950 | $2,021-53.0% | $3,587-73.5% | $2,203-56.9% |
| Participant deferral / active EE | $4,551 | $3,143+44.8% | $4,320+5.3% | $3,192+42.6% |
| Admin fee / account holder | $669 | $4,265-84.3% | $6,269-89.3% | $4,297-84.4% |