Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $26,440 | $156,398-83.1% | $147,318-82.1% | $138,895-81.0% |
| Participation rate | 80.0% | 83.8%-3.8pp | 82.1%-2.1pp | 79.9%+0.1pp |
| Annual return | 21.97% | 78.75%-56.8pp | 70.43%-48.5pp | 145.39%-123.4pp |
| Employer contribution / active EE | $480 | $4,853-90.1% | $4,593-89.5% | $4,194-88.5% |
| Participant deferral / active EE | $6,124 | $8,237-25.7% | $7,906-22.5% | $6,396-4.3% |
| Admin fee / account holder | $722 | $14,976-95.2% | $13,708-94.7% | $12,562-94.3% |