Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $52,936 | $102,938-48.6% | $94,105-43.7% | $138,895-61.9% |
| Participation rate | 100.0% | 74.6%+25.4pp | 71.9%+28.1pp | 79.9%+20.1pp |
| Annual return | 20.88% | 250.28%-229.4pp | 204.55%-183.7pp | 145.39%-124.5pp |
| Employer contribution / active EE | $283 | $2,732-89.7% | $2,504-88.7% | $4,194-93.3% |
| Participant deferral / active EE | $7,376 | $4,196+75.8% | $3,881+90.1% | $6,396+15.3% |
| Admin fee / account holder | $3,003 | $6,600-54.5% | $6,199-51.6% | $12,562-76.1% |