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 | $17,212 | $45,126-61.9% | $85,187-79.8% | $74,459-76.9% |
| Participation rate | 86.1% | 49.4%+36.8pp | 67.5%+18.6pp | 67.2%+18.9pp |
| Annual return | 78.55% | 26.30%+52.3pp | 66.67%+11.9pp | 1369.70%-1291.1pp |
| Employer contribution / active EE | $0 | $1,460-100.0% | $2,732-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $7,076 | $2,738+158.4% | $4,525+56.4% | $4,350+62.7% |
| Admin fee / account holder | $827 | $2,212-62.6% | $6,162-86.6% | $1,945-57.5% |