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 | $192,651 | $167,352+15.1% | $143,788+34.0% | $134,509+43.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -23.19% | 0.47%-23.7pp | -0.03%-23.2pp | 418.13%-441.3pp |
| Employer contribution / active EE | $5,524 | $5,620-1.7% | $4,952+11.6% | $4,741+16.5% |
| Participant deferral / active EE | $3,973 | $6,447-38.4% | $5,638-29.5% | $6,400-37.9% |
| Admin fee / account holder | $982 | $18,091-94.6% | $14,675-93.3% | $11,427-91.4% |