Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $43,643 | $217,432-79.9% | $185,849-76.5% | $167,536-74.0% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 3.07% | 148.42%-145.3pp | 122.10%-119.0pp | 478.82%-475.7pp |
| Employer contribution / active EE | $1,436 | $5,875-75.6% | $5,169-72.2% | $4,839-70.3% |
| Participant deferral / active EE | $10,412 | $6,357+63.8% | $5,569+87.0% | $6,342+64.2% |
| Admin fee / account holder | $1,031 | $19,818-94.8% | $16,244-93.7% | $12,315-91.6% |