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 | $110,531 | $102,422+7.9% | $147,117-24.9% | $80,959+36.5% |
| Participation rate | 96.0% | 75.9%+20.1pp | 82.2%+13.8pp | 67.7%+28.3pp |
| Annual return | 12.55% | 135.16%-122.6pp | 420.54%-408.0pp | 35.67%-23.1pp |
| Employer contribution / active EE | $400 | $3,717-89.2% | $4,932-91.9% | $2,757-85.5% |
| Participant deferral / active EE | $6,290 | $6,652-5.4% | $8,065-22.0% | $4,300+46.3% |
| Admin fee / account holder | $16,075 | $7,953+102.1% | $12,993+23.7% | $6,925+132.1% |