Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $64,322 | $55,902+15.1% | $76,030-15.4% | $80,959-20.5% |
| Participation rate | 86.7% | 62.1%+24.6pp | 69.1%+17.6pp | 67.7%+19.0pp |
| Annual return | 10.31% | 20.59%-10.3pp | 361.54%-351.2pp | 35.67%-25.4pp |
| Employer contribution / active EE | $0 | $1,867-100.0% | $2,688-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,379 | $3,051+10.8% | $4,257-20.6% | $4,300-21.4% |
| Admin fee / account holder | $1,904 | $5,239-63.7% | $6,421-70.3% | $6,925-72.5% |