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 | $70,357 | $62,583+12.4% | $76,767-8.3% | $64,173+9.6% |
| Participation rate | 100.0% | 72.8%+27.2pp | 77.0%+23.0pp | 69.6%+30.4pp |
| Annual return | -8.43% | -1.95%-6.5pp | 2.43%-10.9pp | 7.63%-16.1pp |
| Employer contribution / active EE | $5,992 | $1,832+227.0% | $2,485+141.1% | $2,381+151.7% |
| Participant deferral / active EE | $4,316 | $3,145+37.2% | $3,852+12.1% | $3,470+24.4% |
| Admin fee / account holder | $2,484 | $4,667-46.8% | $6,675-62.8% | $4,887-49.2% |