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 | $31,926 | $127,387-74.9% | $115,038-72.2% | $125,389-74.5% |
| Participation rate | 87.5% | 84.2%+3.3pp | 81.4%+6.1pp | 83.2%+4.3pp |
| Annual return | -8.04% | 31.28%-39.3pp | 26.14%-34.2pp | 282.24%-290.3pp |
| Employer contribution / active EE | $10,298 | $5,166+99.3% | $4,608+123.5% | $4,866+111.6% |
| Participant deferral / active EE | $8,585 | $6,423+33.7% | $6,026+42.5% | $5,352+60.4% |
| Admin fee / account holder | $743 | $9,516-92.2% | $8,175-90.9% | $9,541-92.2% |