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 | $53,101 | $162,136-67.2% | $152,301-65.1% | $154,746-65.7% |
| Participation rate | 78.9% | 84.1%-5.2pp | 82.4%-3.5pp | 80.7%-1.8pp |
| Annual return | 22.38% | 91.02%-68.6pp | 80.50%-58.1pp | 172.34%-150.0pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $18,680 | $8,341+124.0% | $8,004+133.4% | $6,730+177.5% |
| Admin fee / account holder | $5,758 | $15,759-63.5% | $14,398-60.0% | $14,365-59.9% |