Sign up free to preview peer percentile detail
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 | $38,114 | $100,970-62.3% | $96,576-60.5% | $137,256-72.2% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 28.74% | 38.16%-9.4pp | 38.47%-9.7pp | 220.34%-191.6pp |
| Employer contribution / active EE | $0 | $3,809-100.0% | $3,553-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $17,287 | $8,286+108.6% | $7,956+117.3% | $6,407+169.8% |
| Admin fee / account holder | $661 | $11,312-94.2% | $11,381-94.2% | $12,270-94.6% |