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 | $75,045 | $91,537-18.0% | $130,045-42.3% | $75,173-0.2% |
| Participation rate | 74.1% | 71.5%+2.6pp | 78.5%-4.4pp | 67.2%+6.9pp |
| Annual return | 18.43% | -631.55%+650.0pp | -137.30%+155.7pp | 160.72%-142.3pp |
| Employer contribution / active EE | $690 | $2,845-75.7% | $4,321-84.0% | $2,671-74.2% |
| Participant deferral / active EE | $3,864 | $4,343-11.0% | $5,820-33.6% | $4,126-6.4% |
| Admin fee / account holder | $2,645 | $6,780-61.0% | $10,600-75.1% | $5,651-53.2% |