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 | $117,092 | $59,440+97.0% | $78,004+50.1% | $82,637+41.7% |
| Participation rate | 76.0% | 62.8%+13.2pp | 69.4%+6.6pp | 68.1%+7.9pp |
| Annual return | 11.92% | 40.24%-28.3pp | 31.07%-19.1pp | 53.51%-41.6pp |
| Employer contribution / active EE | $1,043 | $1,750-40.4% | $2,469-57.7% | $2,552-59.1% |
| Participant deferral / active EE | $2,440 | $3,138-22.3% | $4,092-40.4% | $4,126-40.9% |
| Admin fee / account holder | $6,524 | $5,504+18.5% | $7,578-13.9% | $7,339-11.1% |