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 | $56,244 | $81,870-31.3% | $119,622-53.0% | $68,486-17.9% |
| Participation rate | 86.7% | 71.9%+14.8pp | 79.3%+7.4pp | 67.9%+18.8pp |
| Annual return | -20.41% | -23.82%+3.4pp | -14.98%-5.4pp | -7.85%-12.6pp |
| Employer contribution / active EE | $2,246 | $2,692-16.6% | $4,232-46.9% | $2,597-13.5% |
| Participant deferral / active EE | $4,466 | $4,148+7.7% | $5,601-20.3% | $4,028+10.9% |
| Admin fee / account holder | $4,398 | $6,583-33.2% | $10,328-57.4% | $5,404-18.6% |