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 | $59,161 | $78,423-24.6% | $95,964-38.4% | $79,856-25.9% |
| Participation rate | 83.0% | 73.5%+9.5pp | 77.1%+5.9pp | 69.6%+13.3pp |
| Annual return | 16.25% | 19.37%-3.1pp | 91.64%-75.4pp | 31.71%-15.5pp |
| Employer contribution / active EE | $342 | $1,945-82.4% | $2,541-86.5% | $2,471-86.2% |
| Participant deferral / active EE | $3,682 | $3,440+7.0% | $4,167-11.6% | $3,741-1.6% |
| Admin fee / account holder | $2,265 | $5,622-59.7% | $6,797-66.7% | $5,306-57.3% |