Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $26,686 | $103,393-74.2% | $87,103-69.4% | $152,909-82.5% |
| Participation rate | 92.3% | 79.4%+13.0pp | 76.9%+15.4pp | 82.5%+9.9pp |
| Annual return | 23.45% | 28.10%-4.7pp | 28.19%-4.7pp | 345.46%-322.0pp |
| Employer contribution / active EE | $463 | $3,221-85.6% | $2,521-81.7% | $4,764-90.3% |
| Participant deferral / active EE | $2,551 | $4,778-46.6% | $4,049-37.0% | $5,851-56.4% |
| Admin fee / account holder | $349 | $12,195-97.1% | $7,491-95.3% | $11,601-97.0% |