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 | $46,248 | $48,364-4.4% | $71,796-35.6% | $62,881-26.5% |
| Participation rate | 91.5% | 60.6%+30.9pp | 69.1%+22.4pp | 69.3%+22.2pp |
| Annual return | 5.48% | 13.16%-7.7pp | 78.04%-72.6pp | 20.14%-14.7pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $1,924-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,567 | $2,091+70.6% | $2,794+27.6% | $3,203+11.4% |
| Admin fee / account holder | $2,450 | $3,771-35.0% | $4,815-49.1% | $4,296-43.0% |