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 | $77,519 | $100,811-23.1% | $86,698-10.6% | $134,545-42.4% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -21.86% | 29.11%-51.0pp | 35.96%-57.8pp | 418.37%-440.2pp |
| Employer contribution / active EE | $3,107 | $3,490-11.0% | $2,837+9.5% | $4,742-34.5% |
| Participant deferral / active EE | $3,825 | $5,339-28.4% | $4,656-17.9% | $6,401-40.3% |
| Admin fee / account holder | $481 | $10,926-95.6% | $7,492-93.6% | $11,431-95.8% |