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 | $67,581 | $76,551-11.7% | $123,894-45.5% | $62,881+7.5% |
| Participation rate | 72.4% | 73.0%-0.6pp | 81.4%-9.0pp | 69.3%+3.1pp |
| Annual return | -3.01% | 18.68%-21.7pp | 47.52%-50.5pp | 20.14%-23.2pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $5,090 | $4,840+5.2% | $5,984-14.9% | $3,203+58.9% |
| Admin fee / account holder | $1,083 | $4,826-77.6% | $8,357-87.0% | $4,296-74.8% |