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 | $68,790 | $80,992-15.1% | $96,534-28.7% | $75,173-8.5% |
| Participation rate | 97.5% | 71.8%+25.7pp | 76.0%+21.5pp | 67.2%+30.3pp |
| Annual return | -2.39% | 27.05%-29.4pp | 25.88%-28.3pp | 160.72%-163.1pp |
| Employer contribution / active EE | $3,089 | $2,283+35.3% | $2,965+4.2% | $2,671+15.7% |
| Participant deferral / active EE | $4,721 | $3,929+20.2% | $4,851-2.7% | $4,126+14.4% |
| Admin fee / account holder | $6,577 | $6,717-2.1% | $8,253-20.3% | $5,651+16.4% |