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 | $120,043 | $102,429+17.2% | $147,096-18.4% | $80,925+48.3% |
| Participation rate | 78.6% | 75.9%+2.7pp | 82.2%-3.6pp | 67.7%+10.9pp |
| Annual return | 23.06% | 135.02%-112.0pp | 419.75%-396.7pp | 35.65%-12.6pp |
| Employer contribution / active EE | $345 | $3,716-90.7% | $4,936-93.0% | $2,756-87.5% |
| Participant deferral / active EE | $7,367 | $6,649+10.8% | $8,071-8.7% | $4,299+71.4% |
| Admin fee / account holder | $1,209 | $7,957-84.8% | $13,005-90.7% | $6,940-82.6% |