Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $96,667 | $110,410-12.4% | $102,437-5.6% | $145,897-33.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | -18.94% | 24.85%-43.8pp | 24.95%-43.9pp | 552.29%-571.2pp |
| Employer contribution / active EE | $1,751 | $4,217-58.5% | $3,871-54.8% | $4,663-62.4% |
| Participant deferral / active EE | $4,119 | $5,622-26.7% | $5,060-18.6% | $6,689-38.4% |
| Admin fee / account holder | $8,440 | $9,745-13.4% | $8,388+0.6% | $13,390-37.0% |