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 | $32,126 | $157,276-79.6% | $141,177-77.2% | $152,885-79.0% |
| Participation rate | 70.8% | 84.8%-14.0pp | 82.5%-11.6pp | 82.5%-11.6pp |
| Annual return | 24.09% | 64.33%-40.2pp | 71.40%-47.3pp | 345.39%-321.3pp |
| Employer contribution / active EE | $777 | $5,262-85.2% | $4,736-83.6% | $4,763-83.7% |
| Participant deferral / active EE | $5,417 | $7,110-23.8% | $6,710-19.3% | $5,851-7.4% |
| Admin fee / account holder | $1,981 | $12,123-83.7% | $10,263-80.7% | $11,598-82.9% |