Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $33,319 | $199,109-83.3% | $173,730-80.8% | $154,746-78.5% |
| Participation rate | 91.7% | 82.8%+8.9pp | 79.6%+12.1pp | 80.7%+11.0pp |
| Annual return | 4.04% | 20.02%-16.0pp | 19.96%-15.9pp | 172.34%-168.3pp |
| Employer contribution / active EE | $4,323 | $5,311-18.6% | $4,577-5.6% | $4,379-1.3% |
| Participant deferral / active EE | $5,569 | $7,113-21.7% | $6,326-12.0% | $6,730-17.3% |
| Admin fee / account holder | $1,383 | $20,916-93.4% | $17,523-92.1% | $14,365-90.4% |