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 | $33,137 | $154,193-78.5% | $130,045-74.5% | $139,466-76.2% |
| Participation rate | 77.3% | 82.0%-4.7pp | 78.5%-1.2pp | 80.3%-3.1pp |
| Annual return | 15.65% | 32.51%-16.9pp | -137.30%+153.0pp | 373.66%-358.0pp |
| Employer contribution / active EE | $380 | $5,292-92.8% | $4,321-91.2% | $4,754-92.0% |
| Participant deferral / active EE | $2,927 | $6,709-56.4% | $5,820-49.7% | $6,712-56.4% |
| Admin fee / account holder | $946 | $13,989-93.2% | $10,600-91.1% | $11,409-91.7% |