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 | $153,393 | $98,240+56.1% | $82,312+86.4% | $147,586+3.9% |
| Participation rate | 73.3% | 79.7%-6.4pp | 76.9%-3.6pp | 82.8%-9.5pp |
| Annual return | 12.65% | 30.85%-18.2pp | 25.88%-13.2pp | 578.59%-565.9pp |
| Employer contribution / active EE | $554 | $3,192-82.7% | $2,428-77.2% | $4,876-88.6% |
| Participant deferral / active EE | $2,183 | $4,383-50.2% | $3,706-41.1% | $5,439-59.9% |
| Admin fee / account holder | $30,617 | $8,563+257.5% | $5,608+446.0% | $10,886+181.3% |