Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $53,687 | $110,379-51.4% | $102,412-47.6% | $145,884-63.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 5.91% | 24.84%-18.9pp | 24.94%-19.0pp | 551.85%-545.9pp |
| Employer contribution / active EE | $14,260 | $4,216+238.2% | $3,870+268.5% | $4,662+205.9% |
| Participant deferral / active EE | $2,865 | $5,622-49.0% | $5,060-43.4% | $6,690-57.2% |
| Admin fee / account holder | $1,358 | $9,745-86.1% | $8,388-83.8% | $13,392-89.9% |