Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $42,746 | $68,880-37.9% | $120,580-64.5% | $80,959-47.2% |
| Participation rate | 100.0% | 61.7%+38.3pp | 72.0%+28.0pp | 67.7%+32.3pp |
| Annual return | 8.06% | 23.68%-15.6pp | 107.48%-99.4pp | 35.67%-27.6pp |
| Employer contribution / active EE | $2,142 | $2,066+3.7% | $3,469-38.3% | $2,757-22.3% |
| Participant deferral / active EE | $1,736 | $3,191-45.6% | $4,995-65.3% | $4,300-59.6% |
| Admin fee / account holder | $2,120 | $5,785-63.4% | $9,418-77.5% | $6,925-69.4% |