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 | $67,794 | $82,674-18.0% | $125,363-45.9% | $68,495-1.0% |
| Participation rate | 75.0% | 75.0%0pp | 82.4%-7.4pp | 67.9%+7.1pp |
| Annual return | -18.82% | -5.97%-12.8pp | 572.15%-591.0pp | -7.84%-11.0pp |
| Employer contribution / active EE | $250 | $3,382-92.6% | $4,815-94.8% | $2,596-90.4% |
| Participant deferral / active EE | $2,592 | $6,111-57.6% | $7,447-65.2% | $4,028-35.6% |
| Admin fee / account holder | $3,146 | $6,276-49.9% | $10,005-68.6% | $5,403-41.8% |