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 | $77,133 | $78,707-2.0% | $117,861-34.6% | $70,126+10.0% |
| Participation rate | 71.4% | 73.2%-1.8pp | 79.7%-8.2pp | 69.5%+1.9pp |
| Annual return | -1.22% | 23.30%-24.5pp | 335.11%-336.3pp | 73.15%-74.4pp |
| Employer contribution / active EE | $4,350 | $2,223+95.6% | $3,786+14.9% | $2,343+85.7% |
| Participant deferral / active EE | $0 | $3,297-100.0% | $4,482-100.0% | $3,332-100.0% |
| Admin fee / account holder | $6,685 | $5,066+32.0% | $8,021-16.7% | $4,645+43.9% |