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 | $67,679 | $136,860-50.5% | $120,344-43.8% | $154,746-56.3% |
| Participation rate | 81.8% | 79.9%+1.9pp | 76.7%+5.1pp | 80.7%+1.1pp |
| Annual return | 11.26% | 21.38%-10.1pp | 20.30%-9.0pp | 172.34%-161.1pp |
| Employer contribution / active EE | $551 | $3,533-84.4% | $3,020-81.8% | $4,379-87.4% |
| Participant deferral / active EE | $3,830 | $5,793-33.9% | $5,135-25.4% | $6,730-43.1% |
| Admin fee / account holder | $675 | $15,393-95.6% | $12,742-94.7% | $14,365-95.3% |