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 | $61,671 | $96,691-36.2% | $86,656-28.8% | $139,487-55.8% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 13.07% | 106.87%-93.8pp | 593.09%-580.0pp | 373.84%-360.8pp |
| Employer contribution / active EE | $283 | $3,267-91.3% | $3,025-90.7% | $4,755-94.1% |
| Participant deferral / active EE | $1,767 | $4,838-63.5% | $4,439-60.2% | $6,713-73.7% |
| Admin fee / account holder | $42,965 | $6,414+569.8% | $5,619+664.7% | $11,407+276.6% |