Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $27,357 | $185,312-85.2% | $161,489-83.1% | $154,746-82.3% |
| Participation rate | 75.0% | 82.5%-7.5pp | 78.7%-3.7pp | 80.7%-5.7pp |
| Annual return | 20.40% | 103.84%-83.4pp | 89.72%-69.3pp | 172.34%-151.9pp |
| Employer contribution / active EE | $896 | $4,769-81.2% | $4,268-79.0% | $4,379-79.5% |
| Participant deferral / active EE | $2,188 | $6,350-65.5% | $5,630-61.1% | $6,730-67.5% |
| Admin fee / account holder | $497 | $18,654-97.3% | $16,006-96.9% | $14,365-96.5% |