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 | $45,679 | $110,410-58.6% | $102,437-55.4% | $145,897-68.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 7.62% | 24.85%-17.2pp | 24.95%-17.3pp | 552.29%-544.7pp |
| Employer contribution / active EE | $5,980 | $4,217+41.8% | $3,871+54.5% | $4,663+28.2% |
| Participant deferral / active EE | $8,098 | $5,622+44.1% | $5,060+60.0% | $6,689+21.1% |
| Admin fee / account holder | $4,643 | $9,745-52.4% | $8,388-44.6% | $13,390-65.3% |