Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $28,850 | $134,817-78.6% | $123,973-76.7% | $155,188-81.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 17.69% | 515.49%-497.8pp | 388.13%-370.4pp | 148.84%-131.2pp |
| Employer contribution / active EE | $455 | $4,425-89.7% | $4,126-89.0% | $4,248-89.3% |
| Participant deferral / active EE | $2,859 | $5,706-49.9% | $5,247-45.5% | $6,531-56.2% |
| Admin fee / account holder | $1,774 | $13,245-86.6% | $11,799-85.0% | $14,480-87.7% |