Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $82,188 | $162,136-49.3% | $152,301-46.0% | $154,746-46.9% |
| Participation rate | 90.0% | 84.1%+5.9pp | 82.4%+7.6pp | 80.7%+9.3pp |
| Annual return | 10.10% | 91.02%-80.9pp | 80.50%-70.4pp | 172.34%-162.2pp |
| Employer contribution / active EE | $1,861 | $4,890-61.9% | $4,624-59.8% | $4,379-57.5% |
| Participant deferral / active EE | $4,423 | $8,341-47.0% | $8,004-44.7% | $6,730-34.3% |
| Admin fee / account holder | $1,550 | $15,759-90.2% | $14,398-89.2% | $14,365-89.2% |