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 | $42,132 | $148,582-71.6% | $135,942-69.0% | $139,456-69.8% |
| Participation rate | 90.9% | 83.9%+7.1pp | 81.9%+9.0pp | 80.3%+10.6pp |
| Annual return | 14.92% | 79.26%-64.3pp | 68.28%-53.4pp | 373.45%-358.5pp |
| Employer contribution / active EE | $702 | $5,245-86.6% | $4,858-85.6% | $4,753-85.2% |
| Participant deferral / active EE | $3,966 | $8,101-51.0% | $7,759-48.9% | $6,711-40.9% |
| Admin fee / account holder | $723 | $12,402-94.2% | $10,764-93.3% | $11,407-93.7% |