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 | $35,125 | $39,162-10.3% | $100,671-65.1% | $59,633-41.1% |
| Participation rate | 75.0% | 55.9%+19.1pp | 70.7%+4.3pp | 68.7%+6.3pp |
| Annual return | -1.01% | 21.07%-22.1pp | 20.43%-21.4pp | 2041.45%-2042.5pp |
| Employer contribution / active EE | $0 | $1,151-100.0% | $4,012-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $4,926 | $1,992+147.3% | $3,144+56.7% | $3,192+54.4% |
| Admin fee / account holder | $4,502 | $2,969+51.6% | $4,850-7.2% | $4,297+4.8% |