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 | $72,403 | $89,367-19.0% | $141,191-48.7% | $72,975-0.8% |
| Participation rate | 72.6% | 75.1%-2.5pp | 82.5%-9.9pp | 69.5%+3.1pp |
| Annual return | 27.01% | 111.87%-84.9pp | 71.41%-44.4pp | 81.01%-54.0pp |
| Employer contribution / active EE | $417 | $3,115-86.6% | $4,736-91.2% | $2,440-82.9% |
| Participant deferral / active EE | $6,714 | $5,419+23.9% | $6,710+0.1% | $3,608+86.1% |
| Admin fee / account holder | $4,653 | $5,957-21.9% | $10,264-54.7% | $5,124-9.2% |