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 | $94,981 | $59,813+58.8% | $79,580+19.4% | $68,486+38.7% |
| Participation rate | 86.7% | 61.1%+25.6pp | 69.5%+17.2pp | 67.9%+18.8pp |
| Annual return | -21.90% | -12.30%-9.6pp | 0.15%-22.1pp | -7.85%-14.0pp |
| Employer contribution / active EE | $3,221 | $1,505+114.0% | $2,413+33.5% | $2,597+24.0% |
| Participant deferral / active EE | $6,495 | $3,024+114.8% | $3,985+63.0% | $4,028+61.3% |
| Admin fee / account holder | $676 | $4,835-86.0% | $6,835-90.1% | $5,404-87.5% |