Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $17,334 | $61,125-71.6% | $94,057-81.6% | $87,485-80.2% |
| Participation rate | 91.2% | 64.1%+27.1pp | 73.3%+17.8pp | 68.9%+22.2pp |
| Annual return | 13.56% | 35.20%-21.6pp | 480.62%-467.1pp | 26.06%-12.5pp |
| Employer contribution / active EE | $0 | $2,136-100.0% | $2,933-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,426 | $3,260-25.6% | $4,709-48.5% | $4,274-43.2% |
| Admin fee / account holder | $335 | $5,629-94.0% | $7,244-95.4% | $7,775-95.7% |