Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $7,714 | $70,121-89.0% | $63,803-87.9% | $138,895-94.4% |
| Participation rate | 90.9% | 77.2%+13.7pp | 72.7%+18.2pp | 79.9%+11.0pp |
| Annual return | 19.12% | 946.48%-927.4pp | 543.72%-524.6pp | 145.39%-126.3pp |
| Employer contribution / active EE | $116 | $2,882-96.0% | $2,532-95.4% | $4,194-97.2% |
| Participant deferral / active EE | $1,552 | $4,535-65.8% | $3,843-59.6% | $6,396-75.7% |
| Admin fee / account holder | $1,827 | $6,738-72.9% | $5,196-64.8% | $12,562-85.5% |