Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $2,435 | $51,638-95.3% | $68,368-96.4% | $82,448-97.0% |
| Participation rate | 81.8% | 63.6%+18.2pp | 73.8%+8.1pp | 68.1%+13.8pp |
| Annual return | 19.70% | 37.53%-17.8pp | 292.57%-272.9pp | 41.64%-21.9pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,316 | $2,914-54.8% | $4,123-68.1% | $4,139-68.2% |
| Admin fee / account holder | $363 | $4,643-92.2% | $5,150-93.0% | $7,234-95.0% |