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 | $91,765 | $105,861-13.3% | $90,756+1.1% | $134,509-31.8% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -23.71% | -10.99%-12.7pp | -12.16%-11.6pp | 418.13%-441.8pp |
| Employer contribution / active EE | $1,193 | $3,463-65.5% | $2,922-59.2% | $4,741-74.8% |
| Participant deferral / active EE | $2,027 | $5,217-61.1% | $4,565-55.6% | $6,400-68.3% |
| Admin fee / account holder | $31,142 | $13,938+123.4% | $8,445+268.8% | $11,427+172.5% |