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 | $73,546 | $106,749-31.1% | $145,433-49.4% | $82,448-10.8% |
| Participation rate | 86.5% | 75.6%+10.9pp | 82.1%+4.4pp | 68.1%+18.5pp |
| Annual return | 13.19% | 27.59%-14.4pp | 66.58%-53.4pp | 41.64%-28.5pp |
| Employer contribution / active EE | $3,851 | $3,444+11.8% | $4,554-15.5% | $2,551+50.9% |
| Participant deferral / active EE | $8,804 | $6,519+35.1% | $7,897+11.5% | $4,139+112.7% |
| Admin fee / account holder | $23,015 | $8,390+174.3% | $13,129+75.3% | $7,234+218.1% |