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 | $95,950 | $58,311+64.5% | $81,882+17.2% | $80,959+18.5% |
| Participation rate | 86.2% | 63.5%+22.7pp | 72.4%+13.8pp | 67.7%+18.5pp |
| Annual return | 8.30% | 41.85%-33.5pp | 779.47%-771.2pp | 35.67%-27.4pp |
| Employer contribution / active EE | $1,426 | $2,347-39.2% | $2,916-51.1% | $2,757-48.3% |
| Participant deferral / active EE | $2,974 | $3,287-9.5% | $4,323-31.2% | $4,300-30.8% |
| Admin fee / account holder | $3,227 | $4,752-32.1% | $7,360-56.2% | $6,925-53.4% |