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 | $46,146 | $211,946-78.2% | $169,452-72.8% | $135,380-65.9% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -11.37% | 3.26%-14.6pp | 1.83%-13.2pp | 519.81%-531.2pp |
| Employer contribution / active EE | $11,935 | $5,117+133.2% | $4,157+187.1% | $4,779+149.7% |
| Participant deferral / active EE | $6,137 | $6,075+1.0% | $5,277+16.3% | $5,609+9.4% |
| Admin fee / account holder | $2,190 | $11,472-80.9% | $9,110-76.0% | $10,828-79.8% |