Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $65,788 | $156,398-57.9% | $147,318-55.3% | $138,895-52.6% |
| Participation rate | 76.9% | 83.8%-6.8pp | 82.1%-5.1pp | 79.9%-3.0pp |
| Annual return | 14.96% | 78.75%-63.8pp | 70.43%-55.5pp | 145.39%-130.4pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $5,194 | $8,237-36.9% | $7,906-34.3% | $6,396-18.8% |
| Admin fee / account holder | $1,280 | $14,976-91.5% | $13,708-90.7% | $12,562-89.8% |