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 | $58,265 | $106,005-45.0% | $92,239-36.8% | $147,585-60.5% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 5.13% | 50.05%-44.9pp | 176.29%-171.2pp | 578.58%-573.5pp |
| Employer contribution / active EE | $13,030 | $4,333+200.7% | $3,680+254.1% | $4,876+167.2% |
| Participant deferral / active EE | $14,709 | $4,478+228.5% | $3,897+277.4% | $5,439+170.4% |
| Admin fee / account holder | $2,416 | $6,333-61.9% | $5,194-53.5% | $10,886-77.8% |