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 | $65,904 | $94,031-29.9% | $115,768-43.1% | $82,448-20.1% |
| Participation rate | 73.2% | 70.4%+2.8pp | 74.4%-1.2pp | 68.1%+5.1pp |
| Annual return | 15.26% | 20.61%-5.4pp | 100.46%-85.2pp | 41.64%-26.4pp |
| Employer contribution / active EE | $418 | $2,323-82.0% | $2,940-85.8% | $2,551-83.6% |
| Participant deferral / active EE | $2,383 | $3,972-40.0% | $4,917-51.5% | $4,139-42.4% |
| Admin fee / account holder | $1,775 | $10,249-82.7% | $12,439-85.7% | $7,234-75.5% |