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 | $9,432 | $95,664-90.1% | $76,902-87.7% | $139,487-93.2% |
| Participation rate | 95.2% | 74.0%+21.2pp | 69.6%+25.6pp | 80.3%+14.9pp |
| Annual return | 15.14% | 55.03%-39.9pp | 37.91%-22.8pp | 373.84%-358.7pp |
| Employer contribution / active EE | $0 | $3,147-100.0% | $2,534-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $3,493 | $4,626-24.5% | $3,833-8.9% | $6,713-48.0% |
| Admin fee / account holder | $415 | $8,311-95.0% | $5,479-92.4% | $11,407-96.4% |