Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $69,260 | $123,793-44.1% | $177,848-61.1% | $79,856-13.3% |
| Participation rate | 80.6% | 84.7%-4.0pp | 87.7%-7.1pp | 69.6%+11.0pp |
| Annual return | 17.64% | 22.82%-5.2pp | 48.33%-30.7pp | 31.71%-14.1pp |
| Employer contribution / active EE | $1,142 | $4,095-72.1% | $5,919-80.7% | $2,471-53.8% |
| Participant deferral / active EE | $3,639 | $5,956-38.9% | $7,714-52.8% | $3,741-2.7% |
| Admin fee / account holder | $16,032 | $7,243+121.4% | $12,431+29.0% | $5,306+202.1% |