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 | $179,134 | $165,381+8.3% | $149,730+19.6% | $158,966+12.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 0.92% | 348.29%-347.4pp | 276.70%-275.8pp | 302.95%-302.0pp |
| Employer contribution / active EE | $3,769 | $5,104-26.2% | $4,645-18.9% | $4,762-20.9% |
| Participant deferral / active EE | $9,830 | $7,182+36.9% | $6,843+43.7% | $5,983+64.3% |
| Admin fee / account holder | $635 | $10,809-94.1% | $9,310-93.2% | $11,250-94.4% |