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 | $39,343 | $124,330-68.4% | $109,173-64.0% | $167,536-76.5% |
| Participation rate | 100.0% | 79.5%+20.5pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 26.81% | 26.04%+0.8pp | 25.75%+1.1pp | 478.82%-452.0pp |
| Employer contribution / active EE | $666 | $4,209-84.2% | $3,723-82.1% | $4,839-86.2% |
| Participant deferral / active EE | $12,382 | $5,256+135.6% | $4,654+166.1% | $6,342+95.2% |
| Admin fee / account holder | $10,102 | $7,974+26.7% | $6,755+49.5% | $12,315-18.0% |