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 | $30,682 | $99,652-69.2% | $78,778-61.1% | $147,586-79.2% |
| Participation rate | 91.7% | 76.2%+15.4pp | 69.2%+22.5pp | 82.8%+8.8pp |
| Annual return | 16.27% | 47.28%-31.0pp | 35.62%-19.3pp | 578.59%-562.3pp |
| Employer contribution / active EE | $40 | $2,796-98.6% | $1,986-98.0% | $4,876-99.2% |
| Participant deferral / active EE | $1,511 | $3,664-58.8% | $2,958-48.9% | $5,439-72.2% |
| Admin fee / account holder | $1,876 | $7,155-73.8% | $5,134-63.5% | $10,886-82.8% |