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 | $45,105 | $69,274-34.9% | $64,097-29.6% | $139,487-67.7% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | -7.06% | 46.00%-53.1pp | 33.75%-40.8pp | 373.84%-380.9pp |
| Employer contribution / active EE | $1,213 | $3,187-61.9% | $2,750-55.9% | $4,755-74.5% |
| Participant deferral / active EE | $1,177 | $4,685-74.9% | $3,881-69.7% | $6,713-82.5% |
| Admin fee / account holder | $1,462 | $4,247-65.6% | $3,070-52.4% | $11,407-87.2% |