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 | $80,420 | $127,790-37.1% | $106,555-24.5% | $167,536-52.0% |
| Participation rate | 78.9% | 78.3%+0.7pp | 76.1%+2.8pp | 82.1%-3.2pp |
| Annual return | 13.74% | 33.88%-20.1pp | 26.80%-13.1pp | 478.82%-465.1pp |
| Employer contribution / active EE | $124 | $3,428-96.4% | $2,819-95.6% | $4,839-97.4% |
| Participant deferral / active EE | $2,824 | $5,088-44.5% | $4,399-35.8% | $6,342-55.5% |
| Admin fee / account holder | $2,390 | $11,229-78.7% | $7,408-67.7% | $12,315-80.6% |