Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $155,412 | $82,314+88.8% | $68,808+125.9% | $134,532+15.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -18.61% | -2.18%-16.4pp | -6.37%-12.2pp | 418.27%-436.9pp |
| Employer contribution / active EE | $272 | $3,301-91.8% | $2,656-89.7% | $4,741-94.3% |
| Participant deferral / active EE | $6,442 | $4,740+35.9% | $3,942+63.4% | $6,401+0.6% |
| Admin fee / account holder | $3,980 | $6,484-38.6% | $4,936-19.4% | $11,429-65.2% |