Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $12,746 | $55,889-77.2% | $76,119-83.3% | $80,935-84.3% |
| Participation rate | 70.0% | 62.1%+7.9pp | 69.1%+0.9pp | 67.7%+2.3pp |
| Annual return | 8.77% | 20.58%-11.8pp | 361.25%-352.5pp | 35.66%-26.9pp |
| Employer contribution / active EE | $0 | $1,866-100.0% | $2,693-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,079 | $3,051+0.9% | $4,259-27.7% | $4,299-28.4% |
| Admin fee / account holder | $2,075 | $5,241-60.4% | $6,421-67.7% | $6,924-70.0% |