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 | $109,387 | $59,332+84.4% | $90,223+21.2% | $59,633+83.4% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.0%+21.0pp | 68.7%+31.3pp |
| Annual return | -3.58% | 3.25%-6.8pp | 1.31%-4.9pp | 2041.45%-2045.0pp |
| Employer contribution / active EE | $7,902 | $3,031+160.7% | $4,378+80.5% | $2,203+258.7% |
| Participant deferral / active EE | $5,307 | $4,369+21.5% | $5,792-8.4% | $3,192+66.3% |
| Admin fee / account holder | $5,210 | $5,032+3.5% | $7,406-29.6% | $4,297+21.3% |