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 | $33,484 | $89,370-62.5% | $141,197-76.3% | $72,976-54.1% |
| Participation rate | 88.6% | 75.1%+13.4pp | 82.5%+6.1pp | 69.5%+19.1pp |
| Annual return | 55.70% | 111.88%-56.2pp | 71.41%-15.7pp | 81.02%-25.3pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $14,098 | $5,419+160.2% | $6,710+110.1% | $3,608+290.8% |
| Admin fee / account holder | $835 | $5,957-86.0% | $10,265-91.9% | $5,124-83.7% |