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 | $46,909 | $165,381-71.6% | $149,730-68.7% | $158,966-70.5% |
| Participation rate | 91.7% | 84.6%+7.1pp | 82.5%+9.2pp | 82.0%+9.7pp |
| Annual return | -12.78% | 348.29%-361.1pp | 276.70%-289.5pp | 302.95%-315.7pp |
| Employer contribution / active EE | $3,630 | $5,104-28.9% | $4,645-21.9% | $4,762-23.8% |
| Participant deferral / active EE | $7,410 | $7,182+3.2% | $6,843+8.3% | $5,983+23.9% |
| Admin fee / account holder | $7,781 | $10,809-28.0% | $9,310-16.4% | $11,250-30.8% |