Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $9,728 | $58,311-83.3% | $81,882-88.1% | $80,959-88.0% |
| Participation rate | 90.5% | 63.5%+27.0pp | 72.4%+18.1pp | 67.7%+22.8pp |
| Annual return | 24.62% | 41.85%-17.2pp | 779.47%-754.9pp | 35.67%-11.1pp |
| Employer contribution / active EE | $0 | $2,347-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,277 | $3,287-0.3% | $4,323-24.2% | $4,300-23.8% |
| Admin fee / account holder | $2,323 | $4,752-51.1% | $7,360-68.4% | $6,925-66.5% |