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 | $103,062 | $111,787-7.8% | $93,681+10.0% | $145,978-29.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 5.08% | 203.52%-198.4pp | 133.47%-128.4pp | 550.52%-545.4pp |
| Employer contribution / active EE | $5,769 | $3,093+86.5% | $2,422+138.2% | $4,662+23.8% |
| Participant deferral / active EE | $2,009 | $4,918-59.1% | $4,415-54.5% | $6,690-70.0% |
| Admin fee / account holder | $357 | $10,256-96.5% | $8,290-95.7% | $13,400-97.3% |