Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $11,076 | $54,355-79.6% | $82,744-86.6% | $68,486-83.8% |
| Participation rate | 91.4% | 63.9%+27.5pp | 72.6%+18.9pp | 67.9%+23.5pp |
| Annual return | -5.91% | -13.67%+7.8pp | 702.22%-708.1pp | -7.85%+1.9pp |
| Employer contribution / active EE | $0 | $2,219-100.0% | $3,008-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $4,897 | $3,246+50.8% | $4,395+11.4% | $4,028+21.6% |
| Admin fee / account holder | $818 | $4,397-81.4% | $5,325-84.6% | $5,404-84.9% |