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 | $131,873 | $88,672+48.7% | $105,223+25.3% | $82,448+59.9% |
| Participation rate | 96.2% | 67.9%+28.2pp | 75.0%+21.1pp | 68.1%+28.1pp |
| Annual return | 11.18% | 30.86%-19.7pp | 180.65%-169.5pp | 41.64%-30.5pp |
| Employer contribution / active EE | $8,706 | $3,048+185.6% | $3,689+136.0% | $2,551+241.3% |
| Participant deferral / active EE | $4,206 | $4,036+4.2% | $5,072-17.1% | $4,139+1.6% |
| Admin fee / account holder | $12,526 | $7,146+75.3% | $8,859+41.4% | $7,234+73.2% |