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 | $129,440 | $168,635-23.2% | $147,617-12.3% | $125,389+3.2% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -4.67% | 77.65%-82.3pp | 61.98%-66.6pp | 282.24%-286.9pp |
| Employer contribution / active EE | $6,840 | $6,252+9.4% | $5,564+22.9% | $4,866+40.6% |
| Participant deferral / active EE | $3,963 | $5,507-28.0% | $4,895-19.1% | $5,352-26.0% |
| Admin fee / account holder | $3,309 | $13,580-75.6% | $11,612-71.5% | $9,541-65.3% |