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 | $70,180 | $81,358-13.7% | $155,556-54.9% | $80,959-13.3% |
| Participation rate | 88.1% | 66.3%+21.8pp | 78.2%+9.9pp | 67.7%+20.4pp |
| Annual return | 10.37% | 33.39%-23.0pp | 64.84%-54.5pp | 35.67%-25.3pp |
| Employer contribution / active EE | $1,086 | $3,106-65.0% | $4,675-76.8% | $2,757-60.6% |
| Participant deferral / active EE | $5,642 | $3,455+63.3% | $5,631+0.2% | $4,300+31.2% |
| Admin fee / account holder | $542 | $7,994-93.2% | $15,885-96.6% | $6,925-92.2% |