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 | $23,976 | $176,120-86.4% | $159,487-85.0% | $167,553-85.7% |
| Participation rate | 76.2% | 85.0%-8.8pp | 82.8%-6.6pp | 82.1%-5.9pp |
| Annual return | 14.78% | 331.95%-317.2pp | 263.71%-248.9pp | 478.89%-464.1pp |
| Employer contribution / active EE | $25 | $5,299-99.5% | $4,831-99.5% | $4,840-99.5% |
| Participant deferral / active EE | $4,063 | $7,752-47.6% | $7,354-44.7% | $6,343-35.9% |
| Admin fee / account holder | $2,033 | $12,561-83.8% | $10,804-81.2% | $12,316-83.5% |