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 | $80,598 | $77,816+3.6% | $123,552-34.8% | $64,173+25.6% |
| Participation rate | 93.5% | 74.7%+18.8pp | 82.3%+11.3pp | 69.6%+24.0pp |
| Annual return | -8.66% | 12.49%-21.1pp | 119.20%-127.9pp | 7.63%-16.3pp |
| Employer contribution / active EE | $6,857 | $3,014+127.5% | $4,628+48.2% | $2,381+188.0% |
| Participant deferral / active EE | $11,313 | $5,240+115.9% | $6,426+76.1% | $3,470+226.0% |
| Admin fee / account holder | $1,321 | $5,519-76.1% | $9,285-85.8% | $4,887-73.0% |