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 | $209,432 | $215,361-2.8% | $171,082+22.4% | $273,970-23.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | -2.39% | 25.14%-27.5pp | 32.56%-34.9pp | 41.46%-43.8pp |
| Employer contribution / active EE | $2,216 | $4,967-55.4% | $4,002-44.6% | $4,869-54.5% |
| Participant deferral / active EE | $2,216 | $5,543-60.0% | $4,797-53.8% | $5,287-58.1% |
| Admin fee / account holder | $3,576 | $10,846-67.0% | $8,520-58.0% | $10,132-64.7% |