Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $25,403 | $108,922-76.7% | $100,398-74.7% | $145,978-82.6% |
| Participation rate | 81.8% | 83.0%-1.1pp | 81.5%+0.3pp | 80.3%+1.5pp |
| Annual return | 15.30% | 58.04%-42.7pp | 49.32%-34.0pp | 550.52%-535.2pp |
| Employer contribution / active EE | $0 | $4,426-100.0% | $3,946-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $8,800 | $8,450+4.1% | $8,084+8.9% | $6,690+31.5% |
| Admin fee / account holder | $1,809 | $9,680-81.3% | $7,893-77.1% | $13,400-86.5% |