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 | $101,381 | $73,848+37.3% | $143,799-29.5% | $68,486+48.0% |
| Participation rate | 80.6% | 66.7%+14.0pp | 80.3%+0.3pp | 67.9%+12.8pp |
| Annual return | -19.56% | 0.91%-20.5pp | -0.04%-19.5pp | -7.85%-11.7pp |
| Employer contribution / active EE | $3,780 | $3,184+18.7% | $4,952-23.7% | $2,597+45.6% |
| Participant deferral / active EE | $7,399 | $3,385+118.6% | $5,638+31.2% | $4,028+83.7% |
| Admin fee / account holder | $2,406 | $5,755-58.2% | $14,677-83.6% | $5,404-55.5% |