Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $17,912 | $55,889-68.0% | $76,119-76.5% | $80,935-77.9% |
| Participation rate | 82.7% | 62.1%+20.6pp | 69.1%+13.6pp | 67.7%+15.0pp |
| Annual return | 18.43% | 20.58%-2.2pp | 361.25%-342.8pp | 35.66%-17.2pp |
| Employer contribution / active EE | $0 | $1,866-100.0% | $2,693-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $6,047 | $3,051+98.2% | $4,259+42.0% | $4,299+40.7% |
| Admin fee / account holder | $580 | $5,241-88.9% | $6,421-91.0% | $6,924-91.6% |