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 | $58,368 | $77,449-24.6% | $69,483-16.0% | $152,909-61.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.5%+17.5pp |
| Annual return | 19.47% | 39.09%-19.6pp | 28.99%-9.5pp | 345.46%-326.0pp |
| Employer contribution / active EE | $79 | $3,316-97.6% | $2,780-97.2% | $4,764-98.3% |
| Participant deferral / active EE | $2,505 | $4,415-43.3% | $3,537-29.2% | $5,851-57.2% |
| Admin fee / account holder | $548 | $6,210-91.2% | $3,841-85.7% | $11,601-95.3% |