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 | $98,794 | $72,071+37.1% | $68,368+44.5% | $137,256-28.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 10.94% | 353.14%-342.2pp | 292.57%-281.6pp | 220.34%-209.4pp |
| Employer contribution / active EE | $3,005 | $2,788+7.8% | $2,649+13.4% | $4,156-27.7% |
| Participant deferral / active EE | $12,496 | $4,410+183.3% | $4,123+203.1% | $6,407+95.0% |
| Admin fee / account holder | $937 | $5,336-82.4% | $5,150-81.8% | $12,270-92.4% |