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 | $43,419 | $92,219-52.9% | $76,767-43.4% | $135,380-67.9% |
| Participation rate | 83.3% | 79.8%+3.6pp | 77.0%+6.4pp | 82.6%+0.7pp |
| Annual return | -8.87% | 5.46%-14.3pp | 2.43%-11.3pp | 519.81%-528.7pp |
| Employer contribution / active EE | $1,433 | $3,216-55.4% | $2,485-42.3% | $4,779-70.0% |
| Participant deferral / active EE | $3,584 | $4,508-20.5% | $3,852-7.0% | $5,609-36.1% |
| Admin fee / account holder | $488 | $10,749-95.5% | $6,675-92.7% | $10,828-95.5% |