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 | $100,458 | $100,792-0.3% | $86,691+15.9% | $134,509-25.3% |
| Participation rate | 91.3% | 78.9%+12.4pp | 76.6%+14.7pp | 81.2%+10.1pp |
| Annual return | -21.41% | 29.08%-50.5pp | 35.94%-57.4pp | 418.13%-439.5pp |
| Employer contribution / active EE | $1,619 | $3,491-53.6% | $2,837-42.9% | $4,741-65.8% |
| Participant deferral / active EE | $5,563 | $5,339+4.2% | $4,656+19.5% | $6,400-13.1% |
| Admin fee / account holder | $17,980 | $10,924+64.6% | $7,492+140.0% | $11,427+57.4% |