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 | $77,865 | $126,661-38.5% | $113,397-31.3% | $138,895-43.9% |
| Participation rate | 75.0% | 79.4%-4.4pp | 76.5%-1.5pp | 79.9%-4.9pp |
| Annual return | 13.32% | 25.05%-11.7pp | 23.20%-9.9pp | 145.39%-132.1pp |
| Employer contribution / active EE | $617 | $3,456-82.1% | $2,977-79.3% | $4,194-85.3% |
| Participant deferral / active EE | $3,452 | $5,693-39.4% | $5,076-32.0% | $6,396-46.0% |
| Admin fee / account holder | $4,933 | $14,549-66.1% | $11,957-58.7% | $12,562-60.7% |