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 | $234,368 | $167,362+40.0% | $143,799+63.0% | $134,532+74.2% |
| Participation rate | 83.3% | 84.8%-1.5pp | 80.3%+3.0pp | 81.2%+2.1pp |
| Annual return | -20.36% | 0.47%-20.8pp | -0.04%-20.3pp | 418.27%-438.6pp |
| Employer contribution / active EE | $8,734 | $5,620+55.4% | $4,952+76.4% | $4,741+84.2% |
| Participant deferral / active EE | $6,350 | $6,447-1.5% | $5,638+12.6% | $6,401-0.8% |
| Admin fee / account holder | $11,388 | $18,094-37.1% | $14,677-22.4% | $11,429-0.4% |