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 | $49,009 | $95,453-48.7% | $112,040-56.3% | $82,448-40.6% |
| Participation rate | 83.0% | 72.8%+10.2pp | 76.5%+6.5pp | 68.1%+14.9pp |
| Annual return | 10.08% | 23.92%-13.8pp | 24.52%-14.4pp | 41.64%-31.6pp |
| Employer contribution / active EE | $1,879 | $2,318-18.9% | $2,954-36.4% | $2,551-26.3% |
| Participant deferral / active EE | $3,354 | $4,224-20.6% | $5,098-34.2% | $4,139-19.0% |
| Admin fee / account holder | $3,729 | $9,013-58.6% | $12,098-69.2% | $7,234-48.5% |