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 | $66,235 | $48,050+37.8% | $85,969-23.0% | $59,633+11.1% |
| Participation rate | 100.0% | 64.5%+35.5pp | 76.5%+23.5pp | 68.7%+31.3pp |
| Annual return | -7.19% | 0.29%-7.5pp | 9.32%-16.5pp | 2041.45%-2048.6pp |
| Employer contribution / active EE | $2,704 | $1,640+64.9% | $3,474-22.2% | $2,203+22.8% |
| Participant deferral / active EE | $2,670 | $2,249+18.7% | $3,829-30.3% | $3,192-16.4% |
| Admin fee / account holder | $390 | $3,206-87.8% | $6,053-93.6% | $4,297-90.9% |