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 | $28,538 | $102,595-72.2% | $94,057-69.7% | $154,746-81.6% |
| Participation rate | 78.9% | 76.0%+3.0pp | 73.3%+5.6pp | 80.7%-1.8pp |
| Annual return | 14.97% | 583.42%-568.4pp | 480.62%-465.6pp | 172.34%-157.4pp |
| Employer contribution / active EE | $0 | $3,147-100.0% | $2,933-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $3,052 | $5,118-40.4% | $4,709-35.2% | $6,730-54.7% |
| Admin fee / account holder | $1,184 | $7,736-84.7% | $7,244-83.7% | $14,365-91.8% |