Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $48,993 | $26,194+87.0% | - | $79,852-38.6% |
| Participation rate | 100.0% | 49.4%+50.6pp | - | 69.6%+30.4pp |
| Annual return | 14.73% | 42.01%-27.3pp | - | 31.72%-17.0pp |
| Employer contribution / active EE | $8,147 | $1,555+423.8% | - | $2,471+229.7% |
| Participant deferral / active EE | $4,762 | $1,743+173.1% | - | $3,740+27.3% |
| Admin fee / account holder | $521 | $2,148-75.8% | - | $5,306-90.2% |