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 | $141,154 | $73,787+91.3% | $98,716+43.0% | $82,448+71.2% |
| Participation rate | 96.4% | 61.4%+35.0pp | 69.3%+27.1pp | 68.1%+28.4pp |
| Annual return | 12.03% | 18.57%-6.5pp | 31.81%-19.8pp | 41.64%-29.6pp |
| Employer contribution / active EE | $3,233 | $1,511+113.9% | $2,279+41.9% | $2,551+26.7% |
| Participant deferral / active EE | $7,510 | $3,081+143.7% | $4,048+85.5% | $4,139+81.4% |
| Admin fee / account holder | $1,803 | $6,500-72.3% | $8,703-79.3% | $7,234-75.1% |