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 | $67,308 | $227,399-70.4% | $189,758-64.5% | $198,609-66.1% |
| Participation rate | 95.8% | 84.0%+11.8pp | 79.8%+16.0pp | 82.4%+13.5pp |
| Annual return | 16.30% | 61.03%-44.7pp | 52.62%-36.3pp | 202.70%-186.4pp |
| Employer contribution / active EE | $50 | $5,526-99.1% | $4,767-98.9% | $5,055-99.0% |
| Participant deferral / active EE | $5,276 | $6,837-22.8% | $5,856-9.9% | $6,977-24.4% |
| Admin fee / account holder | $6,856 | $25,162-72.8% | $20,388-66.4% | $19,030-64.0% |