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 | $24,254 | $88,778-72.7% | $81,844-70.4% | $145,884-83.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 12.99% | 1033.03%-1020.0pp | 778.87%-765.9pp | 551.85%-538.9pp |
| Employer contribution / active EE | $24 | $3,087-99.2% | $2,916-99.2% | $4,662-99.5% |
| Participant deferral / active EE | $3,003 | $4,648-35.4% | $4,323-30.5% | $6,690-55.1% |
| Admin fee / account holder | $2,045 | $8,430-75.7% | $7,355-72.2% | $13,392-84.7% |