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 | $28,211 | $77,816-63.7% | $123,552-77.2% | $64,173-56.0% |
| Participation rate | 75.8% | 74.7%+1.0pp | 82.3%-6.5pp | 69.6%+6.2pp |
| Annual return | -10.06% | 12.49%-22.5pp | 119.20%-129.3pp | 7.63%-17.7pp |
| Employer contribution / active EE | $2,797 | $3,014-7.2% | $4,628-39.6% | $2,381+17.5% |
| Participant deferral / active EE | $6,658 | $5,240+27.1% | $6,426+3.6% | $3,470+91.9% |
| Admin fee / account holder | $1,625 | $5,519-70.6% | $9,285-82.5% | $4,887-66.7% |