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 | $195,767 | $82,324+137.8% | $68,803+184.5% | $134,545+45.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -28.75% | -2.17%-26.6pp | -6.37%-22.4pp | 418.37%-447.1pp |
| Employer contribution / active EE | $16,949 | $3,302+413.4% | $2,656+538.2% | $4,742+257.5% |
| Participant deferral / active EE | $13,429 | $4,740+183.3% | $3,942+240.7% | $6,401+109.8% |
| Admin fee / account holder | $6,538 | $6,485+0.8% | $4,936+32.5% | $11,431-42.8% |