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 | $49,201 | $165,399-70.3% | $149,745-67.1% | $158,982-69.1% |
| Participation rate | 72.7% | 84.6%-11.8pp | 82.5%-9.8pp | 82.0%-9.2pp |
| Annual return | 13.47% | 348.34%-334.9pp | 276.72%-263.2pp | 302.99%-289.5pp |
| Employer contribution / active EE | $843 | $5,105-83.5% | $4,646-81.8% | $4,763-82.3% |
| Participant deferral / active EE | $3,991 | $7,183-44.4% | $6,843-41.7% | $5,983-33.3% |
| Admin fee / account holder | $2,071 | $10,811-80.8% | $9,312-77.8% | $11,252-81.6% |