Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $60,189 | $69,444-13.3% | $92,985-35.3% | $87,485-31.2% |
| Participation rate | 81.5% | 63.3%+18.2pp | 69.5%+12.0pp | 68.9%+12.5pp |
| Annual return | 8.08% | 23.85%-15.8pp | 27.99%-19.9pp | 26.06%-18.0pp |
| Employer contribution / active EE | $872 | $1,917-54.5% | $2,662-67.3% | $2,596-66.4% |
| Participant deferral / active EE | $2,066 | $3,364-38.6% | $4,377-52.8% | $4,274-51.7% |
| Admin fee / account holder | $27,055 | $6,137+340.8% | $9,463+185.9% | $7,775+248.0% |