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 | $13,264 | $180,749-92.7% | $160,784-91.8% | $137,256-90.3% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 14.84% | 2234.46%-2219.6pp | 1803.92%-1789.1pp | 220.34%-205.5pp |
| Employer contribution / active EE | $308 | $4,155-92.6% | $3,733-91.8% | $4,156-92.6% |
| Participant deferral / active EE | $2,514 | $6,844-63.3% | $6,293-60.1% | $6,407-60.8% |
| Admin fee / account holder | $1,440 | $10,397-86.2% | $9,717-85.2% | $12,270-88.3% |