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 | $75,024 | $90,509-17.1% | $78,693-4.7% | $273,968-72.6% |
| Participation rate | 78.3% | 76.5%+1.7pp | 73.6%+4.7pp | 83.0%-4.8pp |
| Annual return | -0.56% | 75.61%-76.2pp | 62.18%-62.7pp | 41.45%-42.0pp |
| Employer contribution / active EE | $8,035 | $3,175+153.1% | $2,850+181.9% | $4,869+65.0% |
| Participant deferral / active EE | $4,514 | $3,901+15.7% | $3,517+28.4% | $5,287-14.6% |
| Admin fee / account holder | $10,523 | $5,264+99.9% | $4,511+133.3% | $10,132+3.9% |