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 | $23,433 | $68,412-65.7% | $94,679-75.3% | $75,181-68.8% |
| Participation rate | 92.6% | 76.1%+16.5pp | 80.8%+11.8pp | 67.2%+25.4pp |
| Annual return | 23.80% | 616.91%-593.1pp | 156.75%-133.0pp | 160.69%-136.9pp |
| Employer contribution / active EE | $0 | $2,701-100.0% | $3,673-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $6,289 | $6,537-3.8% | $7,417-15.2% | $4,126+52.4% |
| Admin fee / account holder | $1,040 | $5,326-80.5% | $7,233-85.6% | $5,650-81.6% |