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 | $76,986 | $183,592-58.1% | $155,567-50.5% | $145,959-47.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 8.62% | 61.24%-52.6pp | 64.74%-56.1pp | 561.95%-553.3pp |
| Employer contribution / active EE | $4,191 | $5,315-21.1% | $4,674-10.3% | $4,661-10.1% |
| Participant deferral / active EE | $9,920 | $6,464+53.5% | $5,628+76.3% | $6,689+48.3% |
| Admin fee / account holder | $1,810 | $19,318-90.6% | $15,916-88.6% | $13,398-86.5% |