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 | $40,270 | $85,766-53.0% | $136,298-70.5% | $70,126-42.6% |
| Participation rate | 82.3% | 74.2%+8.1pp | 81.9%+0.4pp | 69.5%+12.7pp |
| Annual return | 21.75% | 31.46%-9.7pp | 5156.27%-5134.5pp | 73.15%-51.4pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $5,216 | $5,051+3.3% | $6,247-16.5% | $3,332+56.5% |
| Admin fee / account holder | $3,164 | $5,421-41.6% | $9,244-65.8% | $4,645-31.9% |