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 | $94,229 | $127,387-26.0% | $115,038-18.1% | $125,389-24.9% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -30.08% | 31.28%-61.4pp | 26.14%-56.2pp | 282.24%-312.3pp |
| Employer contribution / active EE | $5,025 | $5,166-2.7% | $4,608+9.0% | $4,866+3.3% |
| Participant deferral / active EE | $8,712 | $6,423+35.6% | $6,026+44.6% | $5,352+62.8% |
| Admin fee / account holder | $37,145 | $9,516+290.3% | $8,175+354.4% | $9,541+289.3% |