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 | $179,879 | $228,395-21.2% | $185,861-3.2% | $158,982+13.1% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 0.01% | 40.82%-40.8pp | 35.96%-36.0pp | 302.99%-303.0pp |
| Employer contribution / active EE | $13,124 | $4,968+164.2% | $4,088+221.0% | $4,763+175.6% |
| Participant deferral / active EE | $13,530 | $6,417+110.8% | $5,634+140.2% | $5,983+126.1% |
| Admin fee / account holder | $2,256 | $11,869-81.0% | $9,503-76.3% | $11,252-79.9% |