Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $31,255 | $64,716-51.7% | $112,258-72.2% | $68,495-54.4% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -16.33% | -11.40%-4.9pp | 27.47%-43.8pp | -7.84%-8.5pp |
| Employer contribution / active EE | $513 | $2,746-81.3% | $3,636-85.9% | $2,596-80.2% |
| Participant deferral / active EE | $3,642 | $3,565+2.2% | $4,728-23.0% | $4,028-9.6% |
| Admin fee / account holder | $4,819 | $5,232-7.9% | $6,411-24.8% | $5,403-10.8% |