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 | $81,276 | $228,395-64.4% | $185,861-56.3% | $158,982-48.9% |
| Participation rate | 80.0% | 82.3%-2.3pp | 78.0%+2.0pp | 82.0%-2.0pp |
| Annual return | 21.06% | 40.82%-19.8pp | 35.96%-14.9pp | 302.99%-281.9pp |
| Employer contribution / active EE | $59 | $4,968-98.8% | $4,088-98.6% | $4,763-98.8% |
| Participant deferral / active EE | $4,305 | $6,417-32.9% | $5,634-23.6% | $5,983-28.1% |
| Admin fee / account holder | $429 | $11,869-96.4% | $9,503-95.5% | $11,252-96.2% |