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 | $43,539 | $72,269-39.8% | $101,271-57.0% | $79,852-45.5% |
| Participation rate | 96.3% | 68.5%+27.8pp | 75.8%+20.5pp | 69.6%+26.7pp |
| Annual return | -19.65% | 22.29%-41.9pp | 46.48%-66.1pp | 31.72%-51.4pp |
| Employer contribution / active EE | $6,219 | $2,692+131.0% | $3,660+69.9% | $2,471+151.7% |
| Participant deferral / active EE | $5,798 | $3,282+76.7% | $4,371+32.7% | $3,740+55.0% |
| Admin fee / account holder | $414 | $4,401-90.6% | $5,948-93.0% | $5,306-92.2% |