Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $79,162 | $167,522-52.7% | $151,639-47.8% | $134,532-41.2% |
| Participation rate | 77.8% | 88.4%-10.6pp | 87.5%-9.7pp | 81.2%-3.5pp |
| Annual return | -13.00% | 7.81%-20.8pp | 3.34%-16.3pp | 418.27%-431.3pp |
| Employer contribution / active EE | $584 | $6,828-91.4% | $6,165-90.5% | $4,741-87.7% |
| Participant deferral / active EE | $9,457 | $8,986+5.2% | $8,363+13.1% | $6,401+47.7% |
| Admin fee / account holder | $329 | $13,780-97.6% | $11,613-97.2% | $11,429-97.1% |