Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $116,548 | $171,867-32.2% | $149,721-22.2% | $147,586-21.0% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 3.25% | 2113.36%-2110.1pp | 1501.67%-1498.4pp | 578.59%-575.3pp |
| Employer contribution / active EE | $3,475 | $6,275-44.6% | $5,444-36.2% | $4,876-28.7% |
| Participant deferral / active EE | $3,308 | $7,270-54.5% | $6,568-49.6% | $5,439-39.2% |
| Admin fee / account holder | $6,357 | $13,799-53.9% | $11,282-43.7% | $10,886-41.6% |