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 | $51,300 | $217,392-76.4% | $185,818-72.4% | $167,497-69.4% |
| Participation rate | 81.3% | 86.0%-4.8pp | 81.7%-0.5pp | 82.1%-0.9pp |
| Annual return | 16.94% | 148.37%-131.4pp | 122.06%-105.1pp | 478.62%-461.7pp |
| Employer contribution / active EE | $1,189 | $5,873-79.8% | $5,168-77.0% | $4,838-75.4% |
| Participant deferral / active EE | $5,089 | $6,357-19.9% | $5,568-8.6% | $6,341-19.8% |
| Admin fee / account holder | $1,411 | $19,813-92.9% | $16,239-91.3% | $12,310-88.5% |