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 | $24,453 | $63,354-61.4% | $94,105-74.0% | $82,637-70.4% |
| Participation rate | 100.0% | 63.8%+36.2pp | 71.9%+28.1pp | 68.1%+31.9pp |
| Annual return | 18.55% | 34.36%-15.8pp | 204.55%-186.0pp | 53.51%-35.0pp |
| Employer contribution / active EE | $0 | $1,760-100.0% | $2,504-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $7,189 | $2,873+150.2% | $3,881+85.2% | $4,126+74.2% |
| Admin fee / account holder | $1,470 | $5,073-71.0% | $6,199-76.3% | $7,339-80.0% |