Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $94,526 | $98,766-4.3% | $149,730-36.9% | $79,852+18.4% |
| Participation rate | 92.6% | 75.8%+16.8pp | 82.5%+10.1pp | 69.6%+23.0pp |
| Annual return | 13.32% | 27.43%-14.1pp | 276.70%-263.4pp | 31.72%-18.4pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,645-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,995 | $5,681-12.1% | $6,843-27.0% | $3,740+33.5% |
| Admin fee / account holder | $1,183 | $6,052-80.4% | $9,310-87.3% | $5,306-77.7% |