Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $21,315 | $77,164-72.4% | $178,014-88.0% | $80,874-73.6% |
| Participation rate | 77.9% | 65.7%+12.2pp | 77.1%+0.8pp | 67.6%+10.2pp |
| Annual return | 10.65% | 18.09%-7.4pp | 294.80%-284.1pp | 35.62%-25.0pp |
| Employer contribution / active EE | $823 | $2,288-64.0% | $3,950-79.2% | $2,756-70.1% |
| Participant deferral / active EE | $2,556 | $4,408-42.0% | $6,276-59.3% | $4,297-40.5% |
| Admin fee / account holder | $2,266 | $7,164-68.4% | $10,362-78.1% | $6,935-67.3% |