Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $9,899 | $57,312-82.7% | $86,617-88.6% | $75,181-86.8% |
| Participation rate | 90.0% | 63.2%+26.8pp | 71.7%+18.3pp | 67.2%+22.8pp |
| Annual return | 16.34% | 2672.78%-2656.4pp | 591.91%-575.6pp | 160.69%-144.4pp |
| Employer contribution / active EE | $0 | $2,315-100.0% | $3,023-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $5,389 | $3,319+62.4% | $4,437+21.4% | $4,126+30.6% |
| Admin fee / account holder | $406 | $4,114-90.1% | $5,613-92.8% | $5,650-92.8% |