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 | $8,064 | $106,974-92.5% | $90,796-91.1% | $138,895-94.2% |
| Participation rate | 94.1% | 74.9%+19.3pp | 69.5%+24.6pp | 79.9%+14.2pp |
| Annual return | 0.62% | 20.10%-19.5pp | 19.29%-18.7pp | 145.39%-144.8pp |
| Employer contribution / active EE | $0 | $2,609-100.0% | $2,294-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $4,152 | $4,455-6.8% | $3,822+8.6% | $6,396-35.1% |
| Admin fee / account holder | $1,100 | $8,626-87.2% | $7,024-84.3% | $12,562-91.2% |