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 | $34,322 | $97,732-64.9% | $83,831-59.1% | $135,380-74.6% |
| Participation rate | 73.7% | 80.0%-6.3pp | 76.1%-2.5pp | 82.6%-9.0pp |
| Annual return | -10.60% | 1287.56%-1298.2pp | 850.99%-861.6pp | 519.81%-530.4pp |
| Employer contribution / active EE | $1,983 | $4,222-53.0% | $3,631-45.4% | $4,779-58.5% |
| Participant deferral / active EE | $4,594 | $4,683-1.9% | $4,082+12.5% | $5,609-18.1% |
| Admin fee / account holder | $525 | $6,675-92.1% | $5,479-90.4% | $10,828-95.2% |