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 | $80,205 | $131,835-39.2% | $108,582-26.1% | $273,972-70.7% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | -0.85% | -91.57%+90.7pp | -51.70%+50.8pp | 41.46%-42.3pp |
| Employer contribution / active EE | $3,198 | $4,913-34.9% | $3,758-14.9% | $4,869-34.3% |
| Participant deferral / active EE | $4,081 | $5,127-20.4% | $4,311-5.3% | $5,287-22.8% |
| Admin fee / account holder | $2,602 | $10,253-74.6% | $7,645-66.0% | $10,133-74.3% |