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 | $93,452 | $209,428-55.4% | $178,498-47.6% | $158,950-41.2% |
| Participation rate | 85.7% | 86.4%-0.6pp | 81.9%+3.8pp | 82.0%+3.8pp |
| Annual return | 5.35% | 188.78%-183.4pp | 151.09%-145.7pp | 302.91%-297.6pp |
| Employer contribution / active EE | $3,023 | $5,707-47.0% | $5,011-39.7% | $4,762-36.5% |
| Participant deferral / active EE | $5,986 | $5,955+0.5% | $5,202+15.1% | $5,983+0.1% |
| Admin fee / account holder | $1,133 | $17,077-93.4% | $13,985-91.9% | $11,248-89.9% |