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 | $86,289 | $56,063+53.9% | $76,051+13.5% | $80,911+6.6% |
| Participation rate | 73.3% | 62.0%+11.3pp | 69.1%+4.3pp | 67.6%+5.7pp |
| Annual return | 12.97% | 20.54%-7.6pp | 360.42%-347.4pp | 35.63%-22.7pp |
| Employer contribution / active EE | $226 | $1,874-88.0% | $2,690-91.6% | $2,756-91.8% |
| Participant deferral / active EE | $5,044 | $3,052+65.2% | $4,257+18.5% | $4,297+17.4% |
| Admin fee / account holder | $3,656 | $5,240-30.2% | $6,416-43.0% | $6,935-47.3% |