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 | $106,450 | $49,025+117.1% | $87,502+21.7% | $62,881+69.3% |
| Participation rate | 100.0% | 64.9%+35.1pp | 73.8%+26.2pp | 69.3%+30.7pp |
| Annual return | 3.87% | 10.02%-6.2pp | 12.21%-8.3pp | 20.14%-16.3pp |
| Employer contribution / active EE | $5,462 | $1,372+298.2% | $2,550+114.2% | $2,281+139.5% |
| Participant deferral / active EE | $3,626 | $2,289+58.4% | $3,149+15.2% | $3,203+13.2% |
| Admin fee / account holder | $3,577 | $4,065-12.0% | $4,221-15.2% | $4,296-16.7% |