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 | $47,912 | $62,592-23.5% | $85,709-44.1% | $85,847-44.2% |
| Participation rate | 70.6% | 61.1%+9.5pp | 69.9%+0.7pp | 69.3%+1.3pp |
| Annual return | 16.13% | 23.77%-7.6pp | 21.49%-5.4pp | 318.61%-302.5pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,619-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,000 | $2,802-64.3% | $3,924-74.5% | $3,952-74.7% |
| Admin fee / account holder | $2,932 | $4,643-36.8% | $6,876-57.4% | $6,261-53.2% |