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 | $51,691 | $99,345-48.0% | $84,753-39.0% | $273,972-81.1% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | -2.63% | 22.93%-25.6pp | 22.78%-25.4pp | 41.46%-44.1pp |
| Employer contribution / active EE | $1,700 | $4,214-59.7% | $3,574-52.4% | $4,869-65.1% |
| Participant deferral / active EE | $6,694 | $4,270+56.8% | $3,712+80.3% | $5,287+26.6% |
| Admin fee / account holder | $1,418 | $6,645-78.7% | $5,333-73.4% | $10,133-86.0% |