Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $70,791 | $123,155-42.5% | $108,753-34.9% | $155,188-54.4% |
| Participation rate | 80.0% | 75.6%+4.4pp | 71.1%+8.9pp | 80.8%-0.8pp |
| Annual return | 16.36% | 44.73%-28.4pp | 37.47%-21.1pp | 148.84%-132.5pp |
| Employer contribution / active EE | $312 | $2,811-88.9% | $2,427-87.2% | $4,248-92.7% |
| Participant deferral / active EE | $4,382 | $4,623-5.2% | $4,115+6.5% | $6,531-32.9% |
| Admin fee / account holder | $588 | $12,126-95.2% | $10,320-94.3% | $14,480-95.9% |