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 | $108,192 | $102,429+5.6% | $147,096-26.4% | $80,925+33.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 10.11% | 135.02%-124.9pp | 419.75%-409.6pp | 35.65%-25.5pp |
| Employer contribution / active EE | $2,646 | $3,716-28.8% | $4,936-46.4% | $2,756-4.0% |
| Participant deferral / active EE | $4,036 | $6,649-39.3% | $8,071-50.0% | $4,299-6.1% |
| Admin fee / account holder | $3,929 | $7,957-50.6% | $13,005-69.8% | $6,940-43.4% |