Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $8,322 | $58,234-85.7% | $81,783-89.8% | $80,874-89.7% |
| Participation rate | 85.7% | 63.4%+22.3pp | 72.4%+13.4pp | 67.6%+18.1pp |
| Annual return | 5.45% | 41.70%-36.3pp | 775.05%-769.6pp | 35.62%-30.2pp |
| Employer contribution / active EE | $1,431 | $2,341-38.9% | $2,913-50.9% | $2,756-48.1% |
| Participant deferral / active EE | $2,711 | $3,283-17.4% | $4,320-37.3% | $4,297-36.9% |
| Admin fee / account holder | $1,074 | $4,982-78.4% | $7,380-85.4% | $6,935-84.5% |