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 | $171,102 | $107,363+59.4% | $92,909+84.2% | $152,897+11.9% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 10.50% | 145.63%-135.1pp | 109.44%-98.9pp | 345.43%-334.9pp |
| Employer contribution / active EE | $1,705 | $4,222-59.6% | $3,653-53.3% | $4,764-64.2% |
| Participant deferral / active EE | $8,210 | $4,848+69.3% | $4,238+93.7% | $5,851+40.3% |
| Admin fee / account holder | $3,624 | $7,082-48.8% | $5,795-37.5% | $11,599-68.8% |