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 | $86,202 | $85,171+1.2% | $172,752-50.1% | $72,975+18.1% |
| Participation rate | 73.6% | 70.1%+3.5pp | 82.6%-9.1pp | 69.5%+4.1pp |
| Annual return | 31.60% | 27.32%+4.3pp | 802.97%-771.4pp | 81.01%-49.4pp |
| Employer contribution / active EE | $3 | $3,324-99.9% | $5,144-99.9% | $2,440-99.9% |
| Participant deferral / active EE | $9,484 | $3,260+190.9% | $5,198+82.5% | $3,608+162.9% |
| Admin fee / account holder | $1,433 | $5,880-75.6% | $13,955-89.7% | $5,124-72.0% |