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 | $25,961 | $48,078-46.0% | $78,676-67.0% | $62,881-58.7% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.6%+26.4pp | 69.3%+30.7pp |
| Annual return | -1.33% | 31.36%-32.7pp | 62.19%-63.5pp | 20.14%-21.5pp |
| Employer contribution / active EE | $2,108 | $2,015+4.7% | $2,850-26.0% | $2,281-7.6% |
| Participant deferral / active EE | $1,554 | $2,587-39.9% | $3,517-55.8% | $3,203-51.5% |
| Admin fee / account holder | $780 | $3,206-75.7% | $4,510-82.7% | $4,296-81.8% |