Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $40,403 | $102,429-60.6% | $147,096-72.5% | $80,925-50.1% |
| Participation rate | 85.2% | 75.9%+9.3pp | 82.2%+3.0pp | 67.7%+17.5pp |
| Annual return | 14.50% | 135.02%-120.5pp | 419.75%-405.3pp | 35.65%-21.2pp |
| Employer contribution / active EE | $41 | $3,716-98.9% | $4,936-99.2% | $2,756-98.5% |
| Participant deferral / active EE | $9,449 | $6,649+42.1% | $8,071+17.1% | $4,299+119.8% |
| Admin fee / account holder | $7,940 | $7,957-0.2% | $13,005-38.9% | $6,940+14.4% |