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 | $82,127 | $208,088-60.5% | $186,193-55.9% | $154,746-46.9% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.1%+22.9pp | 80.7%+19.3pp |
| Annual return | 7.17% | 89.97%-82.8pp | 78.03%-70.9pp | 172.34%-165.2pp |
| Employer contribution / active EE | $1,998 | $4,340-54.0% | $3,918-49.0% | $4,379-54.4% |
| Participant deferral / active EE | $2,781 | $7,078-60.7% | $6,513-57.3% | $6,730-58.7% |
| Admin fee / account holder | $6,237 | $11,698-46.7% | $11,058-43.6% | $14,365-56.6% |