Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $114,627 | $129,960-11.8% | $104,299+9.9% | $134,545-14.8% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -24.67% | 42.06%-66.7pp | 24.62%-49.3pp | 418.37%-443.0pp |
| Employer contribution / active EE | $2,203 | $4,186-47.4% | $3,373-34.7% | $4,742-53.5% |
| Participant deferral / active EE | $10,611 | $5,589+89.8% | $4,626+129.4% | $6,401+65.8% |
| Admin fee / account holder | $1,783 | $9,324-80.9% | $7,339-75.7% | $11,431-84.4% |