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 | $39,621 | $80,984-51.1% | $96,569-59.0% | $75,173-47.3% |
| Participation rate | 88.2% | 71.8%+16.5pp | 76.0%+12.3pp | 67.2%+21.0pp |
| Annual return | 14.40% | 27.05%-12.6pp | 25.87%-11.5pp | 160.65%-146.3pp |
| Employer contribution / active EE | $527 | $2,282-76.9% | $2,965-82.2% | $2,670-80.3% |
| Participant deferral / active EE | $3,224 | $3,929-17.9% | $4,851-33.5% | $4,126-21.9% |
| Admin fee / account holder | $802 | $6,720-88.1% | $8,251-90.3% | $5,651-85.8% |