Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $181,620 | $116,203+56.3% | $93,621+94.0% | $152,897+18.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.8%+24.2pp | 82.5%+17.5pp |
| Annual return | 3.18% | 35.96%-32.8pp | 32.76%-29.6pp | 345.43%-342.2pp |
| Employer contribution / active EE | $19,826 | $3,219+515.9% | $2,719+629.3% | $4,764+316.2% |
| Participant deferral / active EE | $16,000 | $4,605+247.5% | $4,070+293.2% | $5,851+173.5% |
| Admin fee / account holder | $6,223 | $10,751-42.1% | $7,890-21.1% | $11,599-46.3% |