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 | $82,477 | $199,109-58.6% | $173,730-52.5% | $154,746-46.7% |
| Participation rate | 75.0% | 82.8%-7.8pp | 79.6%-4.6pp | 80.7%-5.7pp |
| Annual return | 12.12% | 20.02%-7.9pp | 19.96%-7.8pp | 172.34%-160.2pp |
| Employer contribution / active EE | $622 | $5,311-88.3% | $4,577-86.4% | $4,379-85.8% |
| Participant deferral / active EE | $9,298 | $7,113+30.7% | $6,326+47.0% | $6,730+38.1% |
| Admin fee / account holder | $5,115 | $20,916-75.5% | $17,523-70.8% | $14,365-64.4% |