Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $3,867 | $70,366-94.5% | $66,674-94.2% | $138,895-97.2% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.7%+1.3pp | 79.9%-4.9pp |
| Annual return | 14.32% | 386.41%-372.1pp | 321.24%-306.9pp | 145.39%-131.1pp |
| Employer contribution / active EE | $234 | $2,765-91.5% | $2,620-91.1% | $4,194-94.4% |
| Participant deferral / active EE | $1,193 | $4,374-72.7% | $4,084-70.8% | $6,396-81.4% |
| Admin fee / account holder | $314 | $5,262-94.0% | $5,098-93.9% | $12,562-97.5% |