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 | $44,557 | $140,578-68.3% | $100,671-55.7% | $125,393-64.5% |
| Participation rate | 70.0% | 80.4%-10.4pp | 70.7%-0.7pp | 83.2%-13.2pp |
| Annual return | -3.89% | 24.67%-28.6pp | 20.43%-24.3pp | 282.23%-286.1pp |
| Employer contribution / active EE | $43,319 | $5,965+626.2% | $4,012+979.7% | $4,866+790.2% |
| Participant deferral / active EE | $995 | $3,981-75.0% | $3,144-68.3% | $5,351-81.4% |
| Admin fee / account holder | $3,159 | $6,716-53.0% | $4,850-34.9% | $9,541-66.9% |