Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $65,719 | $201,372-67.4% | $184,260-64.3% | $145,884-55.0% |
| Participation rate | 78.6% | 87.5%-8.9pp | 86.8%-8.3pp | 80.3%-1.7pp |
| Annual return | 14.18% | 29.04%-14.9pp | 28.84%-14.7pp | 551.85%-537.7pp |
| Employer contribution / active EE | $1,005 | $7,024-85.7% | $6,427-84.4% | $4,662-78.4% |
| Participant deferral / active EE | $7,642 | $9,808-22.1% | $9,133-16.3% | $6,690+14.2% |
| Admin fee / account holder | $4,876 | $16,362-70.2% | $13,898-64.9% | $13,392-63.6% |