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 | $44,977 | $160,059-71.9% | $140,019-67.9% | $135,379-66.8% |
| Participation rate | 82.4% | 88.5%-6.2pp | 87.5%-5.1pp | 82.6%-0.3pp |
| Annual return | -7.37% | 911.44%-918.8pp | 651.15%-658.5pp | 519.79%-527.2pp |
| Employer contribution / active EE | $1,304 | $6,420-79.7% | $5,605-76.7% | $4,779-72.7% |
| Participant deferral / active EE | $3,217 | $7,641-57.9% | $6,927-53.5% | $5,609-42.6% |
| Admin fee / account holder | $559 | $13,328-95.8% | $10,705-94.8% | $10,828-94.8% |