Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $59,464 | $201,370-70.5% | $184,256-67.7% | $145,897-59.2% |
| Participation rate | 70.0% | 87.5%-17.5pp | 86.8%-16.8pp | 80.3%-10.3pp |
| Annual return | 17.37% | 29.05%-11.7pp | 28.85%-11.5pp | 552.29%-534.9pp |
| Employer contribution / active EE | $1,317 | $7,024-81.2% | $6,427-79.5% | $4,663-71.7% |
| Participant deferral / active EE | $6,647 | $9,808-32.2% | $9,133-27.2% | $6,689-0.6% |
| Admin fee / account holder | $5,158 | $16,364-68.5% | $13,899-62.9% | $13,390-61.5% |