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 | $50,360 | $71,480-29.5% | $90,782-44.5% | $64,173-21.5% |
| Participation rate | 100.0% | 77.6%+22.4pp | 82.7%+17.3pp | 69.6%+30.4pp |
| Annual return | -8.92% | -4.25%-4.7pp | -3.42%-5.5pp | 7.63%-16.5pp |
| Employer contribution / active EE | $5,000 | $3,415+46.4% | $4,105+21.8% | $2,381+110.0% |
| Participant deferral / active EE | $8,437 | $4,302+96.1% | $5,366+57.2% | $3,470+143.2% |
| Admin fee / account holder | $4,118 | $6,309-34.7% | $5,908-30.3% | $4,887-15.8% |