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 | $67,001 | $126,661-47.1% | $113,397-40.9% | $138,895-51.8% |
| Participation rate | 80.0% | 79.4%+0.6pp | 76.5%+3.5pp | 79.9%+0.1pp |
| Annual return | 17.54% | 25.05%-7.5pp | 23.20%-5.7pp | 145.39%-127.9pp |
| Employer contribution / active EE | $826 | $3,456-76.1% | $2,977-72.3% | $4,194-80.3% |
| Participant deferral / active EE | $2,447 | $5,693-57.0% | $5,076-51.8% | $6,396-61.7% |
| Admin fee / account holder | $729 | $14,549-95.0% | $11,957-93.9% | $12,562-94.2% |