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 | $36,388 | $197,625-81.6% | $177,840-79.5% | $158,966-77.1% |
| Participation rate | 90.0% | 88.5%+1.5pp | 87.7%+2.3pp | 82.0%+8.0pp |
| Annual return | 7.50% | 58.76%-51.3pp | 48.32%-40.8pp | 302.95%-295.5pp |
| Employer contribution / active EE | $1,166 | $6,698-82.6% | $5,919-80.3% | $4,762-75.5% |
| Participant deferral / active EE | $5,810 | $8,405-30.9% | $7,714-24.7% | $5,983-2.9% |
| Admin fee / account holder | $18,897 | $15,405+22.7% | $12,431+52.0% | $11,250+68.0% |