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 | $55,651 | $138,312-59.8% | $122,979-54.7% | $155,188-64.1% |
| Participation rate | 90.0% | 80.2%+9.8pp | 77.2%+12.8pp | 80.8%+9.2pp |
| Annual return | 17.07% | 22.06%-5.0pp | 20.12%-3.0pp | 148.84%-131.8pp |
| Employer contribution / active EE | $0 | $3,530-100.0% | $3,062-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $2,058 | $5,592-63.2% | $5,003-58.9% | $6,531-68.5% |
| Admin fee / account holder | $1,168 | $15,089-92.3% | $12,864-90.9% | $14,480-91.9% |