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 | $49,645 | $75,832-34.5% | $147,617-66.4% | $59,633-16.7% |
| Participation rate | 75.9% | 71.6%+4.3pp | 84.6%-8.8pp | 68.7%+7.2pp |
| Annual return | -4.30% | 0.37%-4.7pp | 61.98%-66.3pp | 2041.45%-2045.8pp |
| Employer contribution / active EE | $2,225 | $3,485-36.2% | $5,564-60.0% | $2,203+1.0% |
| Participant deferral / active EE | $4,094 | $3,131+30.8% | $4,895-16.4% | $3,192+28.3% |
| Admin fee / account holder | $1,011 | $5,986-83.1% | $11,612-91.3% | $4,297-76.5% |