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 | $19,929 | $39,132-49.1% | $57,196-65.2% | $62,881-68.3% |
| Participation rate | 100.0% | 70.5%+29.5pp | 75.3%+24.7pp | 69.3%+30.7pp |
| Annual return | -2.57% | 9.24%-11.8pp | 14.59%-17.2pp | 20.14%-22.7pp |
| Employer contribution / active EE | $684 | $1,874-63.5% | $2,683-74.5% | $2,281-70.0% |
| Participant deferral / active EE | $1,984 | $2,374-16.5% | $3,096-35.9% | $3,203-38.1% |
| Admin fee / account holder | $306 | $2,594-88.2% | $3,141-90.2% | $4,296-92.9% |