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 | $53,010 | $110,083-51.8% | $151,645-65.0% | $68,490-22.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -20.80% | -10.12%-10.7pp | 3.34%-24.1pp | -7.85%-12.9pp |
| Employer contribution / active EE | $7,067 | $4,470+58.1% | $6,165+14.6% | $2,597+172.1% |
| Participant deferral / active EE | $6,373 | $6,526-2.3% | $8,363-23.8% | $4,028+58.2% |
| Admin fee / account holder | $4,395 | $7,718-43.0% | $11,614-62.2% | $5,403-18.6% |