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 | $70,821 | $217,392-67.4% | $185,818-61.9% | $167,497-57.7% |
| Participation rate | 83.3% | 86.0%-2.7pp | 81.7%+1.6pp | 82.1%+1.2pp |
| Annual return | 9.19% | 148.37%-139.2pp | 122.06%-112.9pp | 478.62%-469.4pp |
| Employer contribution / active EE | $611 | $5,873-89.6% | $5,168-88.2% | $4,838-87.4% |
| Participant deferral / active EE | $8,331 | $6,357+31.1% | $5,568+49.6% | $6,341+31.4% |
| Admin fee / account holder | $3,088 | $19,813-84.4% | $16,239-81.0% | $12,310-74.9% |