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 | $30,088 | $78,015-61.4% | $178,505-83.1% | $80,959-62.8% |
| Participation rate | 81.9% | 65.7%+16.3pp | 77.1%+4.8pp | 67.7%+14.3pp |
| Annual return | 9.39% | 18.10%-8.7pp | 27.16%-17.8pp | 35.67%-26.3pp |
| Employer contribution / active EE | $1,534 | $2,281-32.8% | $3,955-61.2% | $2,757-44.4% |
| Participant deferral / active EE | $3,100 | $4,406-29.6% | $6,280-50.6% | $4,300-27.9% |
| Admin fee / account holder | $7,132 | $7,160-0.4% | $10,428-31.6% | $6,925+3.0% |