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 | $191,614 | $54,590+251.0% | $81,726+134.5% | $73,497+160.7% |
| Participation rate | 100.0% | 68.3%+31.7pp | 72.0%+28.0pp | 70.7%+29.3pp |
| Annual return | 5.00% | 17.74%-12.7pp | 29.49%-24.5pp | 28.51%-23.5pp |
| Employer contribution / active EE | $2,884 | $1,636+76.3% | $4,311-33.1% | $2,270+27.0% |
| Participant deferral / active EE | $0 | $2,759-100.0% | $7,108-100.0% | $3,740-100.0% |
| Admin fee / account holder | $4,960 | $592+737.8% | $5,160-3.9% | $513+866.7% |