Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $107,066 | $123,793-13.5% | $177,840-39.8% | $79,852+34.1% |
| Participation rate | 72.0% | 84.7%-12.7pp | 87.7%-15.7pp | 69.6%+2.4pp |
| Annual return | 15.92% | 22.82%-6.9pp | 48.32%-32.4pp | 31.72%-15.8pp |
| Employer contribution / active EE | $29 | $4,095-99.3% | $5,919-99.5% | $2,471-98.8% |
| Participant deferral / active EE | $5,006 | $5,956-16.0% | $7,714-35.1% | $3,740+33.8% |
| Admin fee / account holder | $2,812 | $7,243-61.2% | $12,431-77.4% | $5,306-47.0% |