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 | $142,868 | $67,894+110.4% | $89,340+59.9% | $82,448+73.3% |
| Participation rate | 86.9% | 64.0%+22.8pp | 69.6%+17.3pp | 68.1%+18.8pp |
| Annual return | 11.95% | 19.21%-7.3pp | 20.57%-8.6pp | 41.64%-29.7pp |
| Employer contribution / active EE | $3,228 | $1,828+76.6% | $2,231+44.7% | $2,551+26.5% |
| Participant deferral / active EE | $5,897 | $3,072+91.9% | $3,823+54.3% | $4,139+42.5% |
| Admin fee / account holder | $1,982 | $5,723-65.4% | $6,704-70.4% | $7,234-72.6% |