Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $39,053 | $88,672-56.0% | $105,223-62.9% | $82,448-52.6% |
| Participation rate | 98.1% | 67.9%+30.2pp | 75.0%+23.1pp | 68.1%+30.0pp |
| Annual return | 13.06% | 30.86%-17.8pp | 180.65%-167.6pp | 41.64%-28.6pp |
| Employer contribution / active EE | $594 | $3,048-80.5% | $3,689-83.9% | $2,551-76.7% |
| Participant deferral / active EE | $4,792 | $4,036+18.7% | $5,072-5.5% | $4,139+15.8% |
| Admin fee / account holder | $961 | $7,146-86.6% | $8,859-89.2% | $7,234-86.7% |