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 | $61,087 | $174,379-65.0% | $152,093-59.8% | $138,895-56.0% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 7.25% | 74.86%-67.6pp | 66.36%-59.1pp | 145.39%-138.1pp |
| Employer contribution / active EE | $1,463 | $4,652-68.5% | $4,175-64.9% | $4,194-65.1% |
| Participant deferral / active EE | $4,466 | $6,159-27.5% | $5,451-18.1% | $6,396-30.2% |
| Admin fee / account holder | $1,779 | $16,880-89.5% | $14,497-87.7% | $12,562-85.8% |