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 | $75,181 | $77,905-3.5% | $149,682-49.8% | $75,1730% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 8.58% | 31.72%-23.1pp | 134.35%-125.8pp | 160.65%-152.1pp |
| Employer contribution / active EE | $8,000 | $3,138+155.0% | $4,818+66.0% | $2,670+199.6% |
| Participant deferral / active EE | $3,604 | $3,411+5.7% | $5,681-36.6% | $4,126-12.6% |
| Admin fee / account holder | $1,665 | $5,957-72.1% | $13,210-87.4% | $5,651-70.5% |