Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $92,391 | $94,766-2.5% | $112,923-18.2% | $139,487-33.8% |
| Participation rate | 100.0% | 81.3%+18.7pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 3.70% | 40.96%-37.3pp | 34.13%-30.4pp | 373.84%-370.1pp |
| Employer contribution / active EE | $4,251 | $4,636-8.3% | $4,570-7.0% | $4,755-10.6% |
| Participant deferral / active EE | $0 | $6,523-100.0% | $6,520-100.0% | $6,713-100.0% |
| Admin fee / account holder | $2,063 | $8,529-75.8% | $7,046-70.7% | $11,407-81.9% |