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 | $34,565 | $178,174-80.6% | $156,181-77.9% | $137,256-74.8% |
| Participation rate | 83.3% | 82.0%+1.3pp | 78.8%+4.5pp | 80.0%+3.4pp |
| Annual return | 14.56% | 84.19%-69.6pp | 64.87%-50.3pp | 220.34%-205.8pp |
| Employer contribution / active EE | $962 | $4,972-80.6% | $4,294-77.6% | $4,156-76.8% |
| Participant deferral / active EE | $3,205 | $6,888-53.5% | $6,132-47.7% | $6,407-50.0% |
| Admin fee / account holder | $677 | $17,404-96.1% | $14,586-95.4% | $12,270-94.5% |