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 | $127,684 | $98,776+29.3% | $149,745-14.7% | $79,856+59.9% |
| Participation rate | 94.7% | 75.8%+18.9pp | 82.5%+12.3pp | 69.6%+25.1pp |
| Annual return | 10.78% | 27.38%-16.6pp | 276.72%-265.9pp | 31.71%-20.9pp |
| Employer contribution / active EE | $2,736 | $3,217-15.0% | $4,646-41.1% | $2,471+10.7% |
| Participant deferral / active EE | $9,024 | $5,681+58.8% | $6,843+31.9% | $3,741+141.3% |
| Admin fee / account holder | $3,703 | $6,053-38.8% | $9,312-60.2% | $5,306-30.2% |