Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $29,421 | $43,344-32.1% | $59,899-50.9% | $64,173-54.2% |
| Participation rate | 83.0% | 69.2%+13.9pp | 74.7%+8.3pp | 69.6%+13.4pp |
| Annual return | -8.64% | -1.55%-7.1pp | 3.46%-12.1pp | 7.63%-16.3pp |
| Employer contribution / active EE | $3,422 | $2,030+68.6% | $2,723+25.7% | $2,381+43.7% |
| Participant deferral / active EE | $6,700 | $2,547+163.0% | $3,402+96.9% | $3,470+93.1% |
| Admin fee / account holder | $6,261 | $3,008+108.2% | $3,592+74.3% | $4,887+28.1% |