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 | $124,404 | $64,359+93.3% | $90,161+38.0% | $70,126+77.4% |
| Participation rate | 95.2% | 70.4%+24.8pp | 76.9%+18.4pp | 69.5%+25.7pp |
| Annual return | -3.01% | 28.13%-31.1pp | 34.89%-37.9pp | 73.15%-76.2pp |
| Employer contribution / active EE | $30,603 | $2,046+1396.0% | $3,318+822.3% | $2,343+1206.4% |
| Participant deferral / active EE | $0 | $4,389-100.0% | $5,287-100.0% | $3,332-100.0% |
| Admin fee / account holder | $3,142 | $3,945-20.4% | $5,943-47.1% | $4,645-32.4% |