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 | $83,640 | $116,203-28.0% | $93,621-10.7% | $152,909-45.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.8%+24.2pp | 82.5%+17.5pp |
| Annual return | -7.16% | 35.96%-43.1pp | 32.76%-39.9pp | 345.46%-352.6pp |
| Employer contribution / active EE | $4,000 | $3,219+24.3% | $2,719+47.1% | $4,764-16.0% |
| Participant deferral / active EE | $0 | $4,605-100.0% | $4,070-100.0% | $5,851-100.0% |
| Admin fee / account holder | $5,348 | $10,751-50.2% | $7,890-32.2% | $11,601-53.9% |