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 | $99,352 | $104,251-4.7% | $91,004+9.2% | $147,586-32.7% |
| Participation rate | 94.1% | 78.2%+15.9pp | 75.6%+18.5pp | 82.8%+11.3pp |
| Annual return | -0.08% | 27.06%-27.1pp | 4.60%-4.7pp | 578.59%-578.7pp |
| Employer contribution / active EE | $7,941 | $3,116+154.9% | $2,456+223.4% | $4,876+62.8% |
| Participant deferral / active EE | $0 | $4,195-100.0% | $3,548-100.0% | $5,439-100.0% |
| Admin fee / account holder | $2,227 | $8,948-75.1% | $5,417-58.9% | $10,886-79.5% |