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 | $34,160 | $49,280-30.7% | $67,313-49.3% | $64,173-46.8% |
| Participation rate | 75.4% | 60.8%+14.7pp | 69.1%+6.4pp | 69.6%+5.9pp |
| Annual return | -9.22% | -1.39%-7.8pp | -4.08%-5.1pp | 7.63%-16.8pp |
| Employer contribution / active EE | $1,518 | $1,668-9.0% | $2,566-40.8% | $2,381-36.2% |
| Participant deferral / active EE | $3,476 | $2,484+39.9% | $3,568-2.6% | $3,470+0.2% |
| Admin fee / account holder | $383 | $3,863-90.1% | $4,507-91.5% | $4,887-92.2% |