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 | $93,746 | $134,001-30.0% | $112,258-16.5% | $134,509-30.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -24.38% | 47.15%-71.5pp | 27.47%-51.9pp | 418.13%-442.5pp |
| Employer contribution / active EE | $2,478 | $4,039-38.7% | $3,636-31.8% | $4,741-47.7% |
| Participant deferral / active EE | $4,661 | $5,291-11.9% | $4,728-1.4% | $6,400-27.2% |
| Admin fee / account holder | $12,506 | $7,491+67.0% | $6,411+95.1% | $11,427+9.4% |