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 | $35,152 | $62,589-43.8% | $76,768-54.2% | $64,173-45.2% |
| Participation rate | 90.6% | 72.8%+17.8pp | 77.0%+13.7pp | 69.6%+21.1pp |
| Annual return | -9.09% | -1.95%-7.1pp | 2.43%-11.5pp | 7.63%-16.7pp |
| Employer contribution / active EE | $4,165 | $1,832+127.3% | $2,485+67.6% | $2,381+74.9% |
| Participant deferral / active EE | $2,789 | $3,145-11.3% | $3,852-27.6% | $3,470-19.6% |
| Admin fee / account holder | $1,516 | $4,667-67.5% | $6,675-77.3% | $4,887-69.0% |