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 | $89,259 | $107,368-16.9% | $92,915-3.9% | $152,909-41.6% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 4.08% | 145.64%-141.6pp | 109.45%-105.4pp | 345.46%-341.4pp |
| Employer contribution / active EE | $2,150 | $4,222-49.1% | $3,653-41.1% | $4,764-54.9% |
| Participant deferral / active EE | $3,906 | $4,848-19.4% | $4,238-7.8% | $5,851-33.2% |
| Admin fee / account holder | $1,196 | $7,082-83.1% | $5,796-79.4% | $11,601-89.7% |