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 | $41,790 | $50,947-18.0% | $74,549-43.9% | $64,173-34.9% |
| Participation rate | 72.0% | 61.1%+10.9pp | 69.1%+2.9pp | 69.6%+2.4pp |
| Annual return | -10.36% | -1.85%-8.5pp | 32.53%-42.9pp | 7.63%-18.0pp |
| Employer contribution / active EE | $864 | $1,115-22.5% | $1,961-55.9% | $2,381-63.7% |
| Participant deferral / active EE | $3,980 | $2,302+72.9% | $3,108+28.1% | $3,470+14.7% |
| Admin fee / account holder | $397 | $4,221-90.6% | $5,059-92.2% | $4,887-91.9% |