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 | $30,985 | $56,197-44.9% | $67,652-54.2% | $59,633-48.0% |
| Participation rate | 76.3% | 71.5%+4.8pp | 75.7%+0.6pp | 68.7%+7.6pp |
| Annual return | -2.61% | 18508.10%-18510.7pp | 6625.40%-6628.0pp | 2041.45%-2044.1pp |
| Employer contribution / active EE | $1,515 | $1,615-6.2% | $2,266-33.1% | $2,203-31.2% |
| Participant deferral / active EE | $2,983 | $2,844+4.9% | $3,560-16.2% | $3,192-6.5% |
| Admin fee / account holder | $1,229 | $3,958-68.9% | $4,821-74.5% | $4,297-71.4% |