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 | $55,232 | $154,228-64.2% | $145,433-62.0% | $137,256-59.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 19.36% | 74.59%-55.2pp | 66.58%-47.2pp | 220.34%-201.0pp |
| Employer contribution / active EE | $760 | $4,804-84.2% | $4,554-83.3% | $4,156-81.7% |
| Participant deferral / active EE | $4,550 | $8,216-44.6% | $7,897-42.4% | $6,407-29.0% |
| Admin fee / account holder | $466 | $14,344-96.8% | $13,129-96.5% | $12,270-96.2% |