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 | $47,146 | $104,664-55.0% | $85,693-45.0% | $167,518-71.9% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.9%+30.1pp | 82.1%+17.9pp |
| Annual return | 16.62% | 21.45%-4.8pp | 21.49%-4.9pp | 478.71%-462.1pp |
| Employer contribution / active EE | $333 | $3,337-90.0% | $2,618-87.3% | $4,838-93.1% |
| Participant deferral / active EE | $0 | $4,824-100.0% | $3,923-100.0% | $6,342-100.0% |
| Admin fee / account holder | $2,778 | $10,032-72.3% | $6,874-59.6% | $12,312-77.4% |