Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $69,659 | $117,904-40.9% | $102,457-32.0% | $145,978-52.3% |
| Participation rate | 95.8% | 78.6%+17.2pp | 76.5%+19.3pp | 80.3%+15.5pp |
| Annual return | 8.39% | 31.80%-23.4pp | 29.41%-21.0pp | 550.52%-542.1pp |
| Employer contribution / active EE | $2,544 | $3,613-29.6% | $3,022-15.8% | $4,662-45.4% |
| Participant deferral / active EE | $7,678 | $5,733+33.9% | $5,054+51.9% | $6,690+14.8% |
| Admin fee / account holder | $2,762 | $13,329-79.3% | $9,451-70.8% | $13,400-79.4% |