Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $4,350 | $72,071-94.0% | $68,368-93.6% | $137,256-96.8% |
| Participation rate | 80.0% | 76.2%+3.8pp | 73.8%+6.2pp | 80.0%0pp |
| Annual return | 8.94% | 353.14%-344.2pp | 292.57%-283.6pp | 220.34%-211.4pp |
| Employer contribution / active EE | $1,694 | $2,788-39.3% | $2,649-36.1% | $4,156-59.2% |
| Participant deferral / active EE | $1,836 | $4,410-58.4% | $4,123-55.5% | $6,407-71.3% |
| Admin fee / account holder | $2,306 | $5,336-56.8% | $5,150-55.2% | $12,270-81.2% |