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 | $86,039 | $132,099-34.9% | $115,599-25.6% | $138,895-38.1% |
| Participation rate | 85.7% | 77.9%+7.9pp | 74.3%+11.4pp | 79.9%+5.8pp |
| Annual return | 19.64% | 176.76%-157.1pp | 111.10%-91.5pp | 145.39%-125.8pp |
| Employer contribution / active EE | $0 | $3,416-100.0% | $2,955-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,868 | $5,617-66.7% | $4,889-61.8% | $6,396-70.8% |
| Admin fee / account holder | $1,399 | $15,650-91.1% | $12,841-89.1% | $12,562-88.9% |