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 | $166,784 | $156,398+6.6% | $147,318+13.2% | $138,895+20.1% |
| Participation rate | 91.7% | 83.8%+7.9pp | 82.1%+9.6pp | 79.9%+11.7pp |
| Annual return | 4.13% | 78.75%-74.6pp | 70.43%-66.3pp | 145.39%-141.3pp |
| Employer contribution / active EE | $4,842 | $4,853-0.2% | $4,593+5.4% | $4,194+15.4% |
| Participant deferral / active EE | $11,445 | $8,237+38.9% | $7,906+44.8% | $6,396+78.9% |
| Admin fee / account holder | $8,061 | $14,976-46.2% | $13,708-41.2% | $12,562-35.8% |