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 | $57,500 | $162,136-64.5% | $152,301-62.2% | $154,746-62.8% |
| Participation rate | 71.4% | 84.1%-12.7pp | 82.4%-11.0pp | 80.7%-9.3pp |
| Annual return | 16.52% | 91.02%-74.5pp | 80.50%-64.0pp | 172.34%-155.8pp |
| Employer contribution / active EE | $825 | $4,890-83.1% | $4,624-82.2% | $4,379-81.2% |
| Participant deferral / active EE | $3,287 | $8,341-60.6% | $8,004-58.9% | $6,730-51.2% |
| Admin fee / account holder | $2,018 | $15,759-87.2% | $14,398-86.0% | $14,365-85.9% |