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 | $113,341 | $93,345+21.4% | $119,126-4.9% | $87,485+29.6% |
| Participation rate | 100.0% | 68.7%+31.3pp | 75.8%+24.2pp | 68.9%+31.1pp |
| Annual return | 11.23% | 19.08%-7.8pp | 282.11%-270.9pp | 26.06%-14.8pp |
| Employer contribution / active EE | $1,761 | $3,172-44.5% | $4,034-56.3% | $2,596-32.2% |
| Participant deferral / active EE | $3,546 | $4,099-13.5% | $5,318-33.3% | $4,274-17.0% |
| Admin fee / account holder | $1,410 | $8,039-82.5% | $10,693-86.8% | $7,775-81.9% |