Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $14,577 | $68,097-78.6% | $62,929-76.8% | $137,256-89.4% |
| Participation rate | 70.0% | 77.4%-7.4pp | 73.1%-3.1pp | 80.0%-10.0pp |
| Annual return | 2.64% | 1859.11%-1856.5pp | 1063.93%-1061.3pp | 220.34%-217.7pp |
| Employer contribution / active EE | $0 | $2,811-100.0% | $2,505-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,938 | $4,553-13.5% | $3,888+1.3% | $6,407-38.5% |
| Admin fee / account holder | $1,940 | $6,521-70.3% | $5,065-61.7% | $12,270-84.2% |