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 | $95,518 | $54,353+75.7% | $82,726+15.5% | $68,498+39.4% |
| Participation rate | 76.5% | 63.9%+12.5pp | 72.6%+3.9pp | 67.9%+8.6pp |
| Annual return | -7.23% | -13.67%+6.4pp | 701.33%-708.6pp | -7.84%+0.6pp |
| Employer contribution / active EE | $0 | $2,218-100.0% | $3,009-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $5,172 | $3,246+59.3% | $4,394+17.7% | $4,027+28.4% |
| Admin fee / account holder | $11,970 | $4,396+172.3% | $5,328+124.7% | $5,403+121.6% |