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 | $45,057 | $48,053-6.2% | $84,628-46.8% | $72,975-38.3% |
| Participation rate | 100.0% | 57.6%+42.4pp | 68.2%+31.8pp | 69.5%+30.5pp |
| Annual return | 23.81% | 37.39%-13.6pp | 258.80%-235.0pp | 81.01%-57.2pp |
| Employer contribution / active EE | $159 | $1,602-90.1% | $2,653-94.0% | $2,440-93.5% |
| Participant deferral / active EE | $1,732 | $2,681-35.4% | $3,900-55.6% | $3,608-52.0% |
| Admin fee / account holder | $2,315 | $3,395-31.8% | $4,914-52.9% | $5,124-54.8% |