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 | $81,854 | $181,896-55.0% | $156,551-47.7% | $273,972-70.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | -3.43% | 30.74%-34.2pp | 32.23%-35.7pp | 41.46%-44.9pp |
| Employer contribution / active EE | $4,840 | $6,248-22.5% | $5,501-12.0% | $4,869-0.6% |
| Participant deferral / active EE | $4,453 | $5,550-19.8% | $4,871-8.6% | $5,287-15.8% |
| Admin fee / account holder | $3,727 | $15,560-76.0% | $13,028-71.4% | $10,133-63.2% |