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 | $121,134 | $148,582-18.5% | $135,942-10.9% | $139,456-13.1% |
| Participation rate | 76.9% | 83.9%-6.9pp | 81.9%-5.0pp | 80.3%-3.4pp |
| Annual return | 9.30% | 79.26%-70.0pp | 68.28%-59.0pp | 373.45%-364.2pp |
| Employer contribution / active EE | $3,074 | $5,245-41.4% | $4,858-36.7% | $4,753-35.3% |
| Participant deferral / active EE | $4,962 | $8,101-38.8% | $7,759-36.1% | $6,711-26.1% |
| Admin fee / account holder | $1,236 | $12,402-90.0% | $10,764-88.5% | $11,407-89.2% |