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 | $26,394 | $76,564-65.5% | $105,582-75.0% | $94,015-71.9% |
| Participation rate | 91.9% | 65.2%+26.7pp | 71.8%+20.1pp | 70.8%+21.1pp |
| Annual return | 25.27% | 20.69%+4.6pp | 18.61%+6.7pp | 17.84%+7.4pp |
| Employer contribution / active EE | $0 | $1,995-100.0% | $2,984-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $2,312 | $3,320-30.4% | $4,353-46.9% | $4,249-45.6% |
| Admin fee / account holder | $4,946 | $7,129-30.6% | $12,856-61.5% | $8,951-44.7% |