Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $10,140 | $29,670-65.8% | $56,054-81.9% | $80,911-87.5% |
| Participation rate | 71.9% | 41.7%+30.2pp | 52.5%+19.4pp | 67.6%+4.2pp |
| Annual return | 5.32% | 35.24%-29.9pp | 1705.95%-1700.6pp | 35.63%-30.3pp |
| Employer contribution / active EE | $0 | $670-100.0% | $1,039-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $989 | $1,227-19.4% | $1,952-49.4% | $4,297-77.0% |
| Admin fee / account holder | $744 | $2,431-69.4% | $2,822-73.6% | $6,935-89.3% |