Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $102,403 | $160,070-36.0% | $147,117-30.4% | $145,897-29.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 0.94% | 98.69%-97.7pp | 420.54%-419.6pp | 552.29%-551.3pp |
| Employer contribution / active EE | $3,450 | $5,285-34.7% | $4,932-30.1% | $4,663-26.0% |
| Participant deferral / active EE | $10,938 | $8,419+29.9% | $8,065+35.6% | $6,689+63.5% |
| Admin fee / account holder | $1,389 | $15,035-90.8% | $12,993-89.3% | $13,390-89.6% |