Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $113,216 | $111,814+1.3% | $103,378+9.5% | $145,978-22.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | -5.51% | 24.80%-30.3pp | 24.91%-30.4pp | 550.52%-556.0pp |
| Employer contribution / active EE | $8,495 | $4,215+101.5% | $3,870+119.5% | $4,662+82.2% |
| Participant deferral / active EE | $9,595 | $5,618+70.8% | $5,058+89.7% | $6,690+43.4% |
| Admin fee / account holder | $12,568 | $9,764+28.7% | $8,401+49.6% | $13,400-6.2% |