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 | $100,429 | $79,449+26.4% | $189,558-47.0% | $85,856+17.0% |
| Participation rate | 100.0% | 66.0%+34.0pp | 78.5%+21.5pp | 69.3%+30.7pp |
| Annual return | 9.47% | 18.45%-9.0pp | 64.19%-54.7pp | 318.58%-309.1pp |
| Employer contribution / active EE | $6,863 | $2,081+229.8% | $4,412+55.6% | $2,565+167.5% |
| Participant deferral / active EE | $7,101 | $4,051+75.3% | $6,174+15.0% | $3,952+79.7% |
| Admin fee / account holder | $3,517 | $5,377-34.6% | $9,809-64.1% | $6,261-43.8% |