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 | $7,931 | $28,624-72.3% | $53,647-85.2% | $82,637-90.4% |
| Participation rate | 82.8% | 47.3%+35.5pp | 56.3%+26.5pp | 68.1%+14.7pp |
| Annual return | 11.10% | 664.98%-653.9pp | 358.33%-347.2pp | 53.51%-42.4pp |
| Employer contribution / active EE | $0 | $637-100.0% | $962-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $2,670 | $1,196+123.2% | $1,813+47.3% | $4,126-35.3% |
| Admin fee / account holder | $958 | $2,022-52.6% | $2,460-61.1% | $7,339-86.9% |