Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $120,243 | $71,215+68.8% | $93,696+28.3% | $80,935+48.6% |
| Participation rate | 78.6% | 60.4%+18.2pp | 68.7%+9.9pp | 67.7%+10.9pp |
| Annual return | 8.15% | 11.27%-3.1pp | 133.74%-125.6pp | 35.66%-27.5pp |
| Employer contribution / active EE | $1,969 | $1,565+25.8% | $2,422-18.7% | $2,757-28.6% |
| Participant deferral / active EE | $6,128 | $4,037+51.8% | $4,417+38.7% | $4,299+42.5% |
| Admin fee / account holder | $16,572 | $6,958+138.2% | $8,287+100.0% | $6,924+139.3% |