Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $64,387 | $81,504-21.0% | $102,437-37.1% | $80,959-20.5% |
| Participation rate | 83.9% | 66.9%+17.0pp | 74.5%+9.4pp | 67.7%+16.2pp |
| Annual return | 9.48% | 25.60%-16.1pp | 24.95%-15.5pp | 35.67%-26.2pp |
| Employer contribution / active EE | $6,118 | $3,104+97.1% | $3,871+58.0% | $2,757+121.9% |
| Participant deferral / active EE | $10,591 | $3,871+173.6% | $5,060+109.3% | $4,300+146.3% |
| Admin fee / account holder | $17,593 | $6,719+161.8% | $8,388+109.7% | $6,925+154.0% |