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 | $113,339 | $106,524+6.4% | $152,301-25.6% | $87,485+29.6% |
| Participation rate | 84.0% | 75.8%+8.2pp | 82.4%+1.6pp | 68.9%+15.1pp |
| Annual return | 20.30% | 26.89%-6.6pp | 80.50%-60.2pp | 26.06%-5.8pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $10,451 | $6,525+60.2% | $8,004+30.6% | $4,274+144.6% |
| Admin fee / account holder | $30,022 | $8,287+262.3% | $14,398+108.5% | $7,775+286.1% |