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 | $93,577 | $140,592-33.4% | $123,105-24.0% | $125,389-25.4% |
| Participation rate | 76.2% | 88.2%-12.0pp | 86.8%-10.6pp | 83.2%-7.0pp |
| Annual return | -4.91% | 16.80%-21.7pp | 13.22%-18.1pp | 282.24%-287.2pp |
| Employer contribution / active EE | $2,328 | $6,041-61.5% | $5,151-54.8% | $4,866-52.2% |
| Participant deferral / active EE | $4,134 | $6,980-40.8% | $6,229-33.6% | $5,352-22.7% |
| Admin fee / account holder | $517 | $11,198-95.4% | $9,014-94.3% | $9,541-94.6% |