Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $19,739 | $68,852-71.3% | $120,524-83.6% | $80,925-75.6% |
| Participation rate | 75.0% | 61.6%+13.4pp | 71.9%+3.1pp | 67.7%+7.3pp |
| Annual return | 13.85% | 23.67%-9.8pp | 107.36%-93.5pp | 35.65%-21.8pp |
| Employer contribution / active EE | $505 | $2,063-75.5% | $3,469-85.4% | $2,756-81.7% |
| Participant deferral / active EE | $1,478 | $3,187-53.6% | $4,994-70.4% | $4,299-65.6% |
| Admin fee / account holder | $654 | $5,781-88.7% | $9,440-93.1% | $6,940-90.6% |