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 | $187,184 | $110,410+69.5% | $102,437+82.7% | $145,897+28.3% |
| Participation rate | 87.5% | 77.9%+9.6pp | 74.5%+13.0pp | 80.3%+7.2pp |
| Annual return | 7.90% | 24.85%-16.9pp | 24.95%-17.0pp | 552.29%-544.4pp |
| Employer contribution / active EE | $9,496 | $4,217+125.2% | $3,871+145.3% | $4,663+103.7% |
| Participant deferral / active EE | $11,012 | $5,622+95.9% | $5,060+117.6% | $6,689+64.6% |
| Admin fee / account holder | $8,131 | $9,745-16.6% | $8,388-3.1% | $13,390-39.3% |