Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $62,629 | $123,155-49.1% | $108,753-42.4% | $155,188-59.6% |
| Participation rate | 100.0% | 75.6%+24.4pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 1.76% | 44.73%-43.0pp | 37.47%-35.7pp | 148.84%-147.1pp |
| Employer contribution / active EE | $10,544 | $2,811+275.1% | $2,427+334.5% | $4,248+148.2% |
| Participant deferral / active EE | $7,485 | $4,623+61.9% | $4,115+81.9% | $6,531+14.6% |
| Admin fee / account holder | $959 | $12,126-92.1% | $10,320-90.7% | $14,480-93.4% |