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 | $41,427 | $106,749-61.2% | $145,433-71.5% | $82,448-49.8% |
| Participation rate | 82.4% | 75.6%+6.7pp | 82.1%+0.2pp | 68.1%+14.3pp |
| Annual return | 12.69% | 27.59%-14.9pp | 66.58%-53.9pp | 41.64%-29.0pp |
| Employer contribution / active EE | $1,505 | $3,444-56.3% | $4,554-67.0% | $2,551-41.0% |
| Participant deferral / active EE | $4,944 | $6,519-24.2% | $7,897-37.4% | $4,139+19.4% |
| Admin fee / account holder | $7,683 | $8,390-8.4% | $13,129-41.5% | $7,234+6.2% |