Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $18,014 | $123,859-85.5% | $69,632-74.1% | $145,897-87.7% |
| Participation rate | 77.8% | 69.2%+8.6pp | 66.4%+11.4pp | 80.3%-2.5pp |
| Annual return | 39.73% | 192.49%-152.8pp | 101.32%-61.6pp | 552.29%-512.6pp |
| Employer contribution / active EE | $0 | $2,673-100.0% | $1,708-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $8,249 | $4,242+94.4% | $2,889+185.5% | $6,689+23.3% |
| Admin fee / account holder | $1,272 | $7,817-83.7% | $4,695-72.9% | $13,390-90.5% |