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 | $12,475 | $78,690-84.1% | $161,489-92.3% | $87,485-85.7% |
| Participation rate | 81.5% | 67.5%+14.0pp | 78.7%+2.8pp | 68.9%+12.5pp |
| Annual return | 16.27% | 32.74%-16.5pp | 89.72%-73.5pp | 26.06%-9.8pp |
| Employer contribution / active EE | $0 | $2,588-100.0% | $4,268-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,748 | $3,311-47.2% | $5,630-69.0% | $4,274-59.1% |
| Admin fee / account holder | $348 | $6,724-94.8% | $16,006-97.8% | $7,775-95.5% |