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 | $85,206 | $100,805-15.5% | $86,698-1.7% | $134,532-36.7% |
| Participation rate | 83.3% | 79.0%+4.4pp | 76.6%+6.7pp | 81.2%+2.1pp |
| Annual return | -13.13% | 29.09%-42.2pp | 35.95%-49.1pp | 418.27%-431.4pp |
| Employer contribution / active EE | $445 | $3,490-87.3% | $2,837-84.3% | $4,741-90.6% |
| Participant deferral / active EE | $0 | $5,339-100.0% | $4,656-100.0% | $6,401-100.0% |
| Admin fee / account holder | $1,409 | $10,925-87.1% | $7,493-81.2% | $11,429-87.7% |