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 | $55,416 | $172,111-67.8% | $150,298-63.1% | $137,256-59.6% |
| Participation rate | 85.7% | 81.7%+4.0pp | 77.8%+8.0pp | 80.0%+5.8pp |
| Annual return | 18.52% | 69.37%-50.9pp | 62.79%-44.3pp | 220.34%-201.8pp |
| Employer contribution / active EE | $5 | $4,636-99.9% | $4,154-99.9% | $4,156-99.9% |
| Participant deferral / active EE | $2,405 | $6,166-61.0% | $5,453-55.9% | $6,407-62.5% |
| Admin fee / account holder | $1,451 | $16,471-91.2% | $14,116-89.7% | $12,270-88.2% |