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 | $51,314 | $157,296-67.4% | $141,191-63.7% | $152,897-66.4% |
| Participation rate | 76.2% | 84.8%-8.6pp | 82.5%-6.3pp | 82.5%-6.3pp |
| Annual return | 15.68% | 64.34%-48.7pp | 71.41%-55.7pp | 345.43%-329.8pp |
| Employer contribution / active EE | $348 | $5,262-93.4% | $4,736-92.6% | $4,764-92.7% |
| Participant deferral / active EE | $3,035 | $7,111-57.3% | $6,710-54.8% | $5,851-48.1% |
| Admin fee / account holder | $471 | $12,125-96.1% | $10,264-95.4% | $11,599-95.9% |