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 | $46,064 | $48,364-4.8% | $71,796-35.8% | $62,881-26.7% |
| Participation rate | 98.2% | 60.6%+37.6pp | 69.1%+29.1pp | 69.3%+28.9pp |
| Annual return | -2.33% | 13.16%-15.5pp | 78.04%-80.4pp | 20.14%-22.5pp |
| Employer contribution / active EE | $3,215 | $1,042+208.6% | $1,924+67.1% | $2,281+41.0% |
| Participant deferral / active EE | $0 | $2,091-100.0% | $2,794-100.0% | $3,203-100.0% |
| Admin fee / account holder | $3,168 | $3,771-16.0% | $4,815-34.2% | $4,296-26.3% |