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 | $26,363 | $75,807-65.2% | $116,096-77.3% | $86,983-69.7% |
| Participation rate | 72.0% | 66.9%+5.1pp | 73.3%-1.3pp | 69.5%+2.5pp |
| Annual return | 13.58% | 18.57%-5.0pp | 326.25%-312.7pp | 25.83%-12.2pp |
| Employer contribution / active EE | $0 | $1,892-100.0% | $2,503-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $1,798 | $3,212-44.0% | $3,952-54.5% | $4,194-57.1% |
| Admin fee / account holder | $1,823 | $6,659-72.6% | $7,704-76.3% | $7,856-76.8% |