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 | $60,676 | $201,344-69.9% | $184,243-67.1% | $145,877-58.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 13.69% | 29.01%-15.3pp | 28.82%-15.1pp | 551.28%-537.6pp |
| Employer contribution / active EE | $681 | $7,022-90.3% | $6,427-89.4% | $4,663-85.4% |
| Participant deferral / active EE | $9,272 | $9,807-5.5% | $9,132+1.5% | $6,691+38.6% |
| Admin fee / account holder | $533 | $16,382-96.7% | $13,914-96.2% | $13,402-96.0% |