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 | $54,130 | $147,167-63.2% | $111,392-51.4% | $135,380-60.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 78.9%+21.1pp | 82.6%+17.4pp |
| Annual return | -8.79% | -4.44%-4.3pp | -2.06%-6.7pp | 519.81%-528.6pp |
| Employer contribution / active EE | $2,572 | $5,204-50.6% | $4,328-40.6% | $4,779-46.2% |
| Participant deferral / active EE | $2,147 | $6,565-67.3% | $5,567-61.4% | $5,609-61.7% |
| Admin fee / account holder | $920 | $20,270-95.5% | $12,266-92.5% | $10,828-91.5% |