Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $35,446 | $166,131-78.7% | $164,975-78.5% | $145,877-75.7% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.6%-3.6pp | 80.3%-5.3pp |
| Annual return | 16.91% | 100.37%-83.5pp | 70.12%-53.2pp | 551.28%-534.4pp |
| Employer contribution / active EE | $870 | $5,276-83.5% | $4,343-80.0% | $4,663-81.4% |
| Participant deferral / active EE | $7,209 | $6,962+3.5% | $6,033+19.5% | $6,691+7.7% |
| Admin fee / account holder | $611 | $16,648-96.3% | $12,688-95.2% | $13,402-95.4% |