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 | $55,733 | $52,911+5.3% | $73,309-24.0% | $59,633-6.5% |
| Participation rate | 92.3% | 68.2%+24.1pp | 74.9%+17.4pp | 68.7%+23.6pp |
| Annual return | -2.59% | 12.20%-14.8pp | 5.67%-8.3pp | 2041.45%-2044.0pp |
| Employer contribution / active EE | $1,606 | $1,909-15.8% | $3,237-50.4% | $2,203-27.1% |
| Participant deferral / active EE | $3,583 | $4,069-12.0% | $4,991-28.2% | $3,192+12.3% |
| Admin fee / account holder | $1,857 | $3,835-51.6% | $5,635-67.0% | $4,297-56.8% |