Sign up free to preview peer percentile detail
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 | $19,342 | $185,312-89.6% | $161,489-88.0% | $154,746-87.5% |
| Participation rate | 84.6% | 82.5%+2.2pp | 78.7%+5.9pp | 80.7%+3.9pp |
| Annual return | 16.52% | 103.84%-87.3pp | 89.72%-73.2pp | 172.34%-155.8pp |
| Employer contribution / active EE | $807 | $4,769-83.1% | $4,268-81.1% | $4,379-81.6% |
| Participant deferral / active EE | $3,875 | $6,350-39.0% | $5,630-31.2% | $6,730-42.4% |
| Admin fee / account holder | $1,493 | $18,654-92.0% | $16,006-90.7% | $14,365-89.6% |