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 | $103,571 | $76,834+34.8% | $108,359-4.4% | $87,485+18.4% |
| Participation rate | 96.2% | 61.7%+34.4pp | 70.1%+26.0pp | 68.9%+27.2pp |
| Annual return | 6.24% | 19.09%-12.8pp | 36.89%-30.7pp | 26.06%-19.8pp |
| Employer contribution / active EE | $0 | $1,556-100.0% | $2,399-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $6,908 | $3,100+122.8% | $4,137+67.0% | $4,274+61.6% |
| Admin fee / account holder | $10,902 | $6,537+66.8% | $9,741+11.9% | $7,775+40.2% |