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 | $29,399 | $61,787-52.4% | $97,197-69.8% | $80,925-63.7% |
| Participation rate | 81.8% | 63.5%+18.3pp | 72.7%+9.1pp | 67.7%+14.2pp |
| Annual return | 16.69% | -558.16%+574.9pp | 75.47%-58.8pp | 35.65%-19.0pp |
| Employer contribution / active EE | $0 | $1,836-100.0% | $2,723-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $8,929 | $3,027+194.9% | $4,263+109.4% | $4,299+107.7% |
| Admin fee / account holder | $2,530 | $5,170-51.1% | $5,637-55.1% | $6,940-63.5% |