Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $52,205 | $105,210-50.4% | $159,487-67.3% | $85,851-39.2% |
| Participation rate | 94.6% | 75.8%+18.8pp | 82.8%+11.7pp | 69.3%+25.2pp |
| Annual return | 13.76% | 45.08%-31.3pp | 263.71%-249.9pp | 318.63%-304.9pp |
| Employer contribution / active EE | $250 | $3,319-92.5% | $4,831-94.8% | $2,565-90.3% |
| Participant deferral / active EE | $2,924 | $5,946-50.8% | $7,354-60.2% | $3,952-26.0% |
| Admin fee / account holder | $7,216 | $6,934+4.1% | $10,804-33.2% | $6,261+15.3% |