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 | $151,744 | $88,702+71.1% | $81,780+85.6% | $145,978+4.0% |
| Participation rate | 77.8% | 75.0%+2.7pp | 72.4%+5.4pp | 80.3%-2.5pp |
| Annual return | 8.24% | 1029.12%-1020.9pp | 776.27%-768.0pp | 550.52%-542.3pp |
| Employer contribution / active EE | $3,044 | $3,084-1.3% | $2,914+4.5% | $4,662-34.7% |
| Participant deferral / active EE | $7,566 | $4,645+62.9% | $4,321+75.1% | $6,690+13.1% |
| Admin fee / account holder | $1,981 | $8,414-76.5% | $7,384-73.2% | $13,400-85.2% |