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 | $124,807 | $81,476+53.2% | $102,383+21.9% | $80,925+54.2% |
| Participation rate | 79.4% | 66.8%+12.6pp | 74.5%+4.9pp | 67.7%+11.8pp |
| Annual return | 9.50% | 25.59%-16.1pp | 24.94%-15.4pp | 35.65%-26.2pp |
| Employer contribution / active EE | $6,827 | $3,105+119.9% | $3,870+76.4% | $2,756+147.7% |
| Participant deferral / active EE | $4,614 | $3,871+19.2% | $5,060-8.8% | $4,299+7.3% |
| Admin fee / account holder | $3,695 | $6,717-45.0% | $8,391-56.0% | $6,940-46.8% |