Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $46,085 | $185,883-75.2% | $170,043-72.9% | $139,466-67.0% |
| Participation rate | 77.3% | 87.8%-10.5pp | 87.0%-9.7pp | 80.3%-3.1pp |
| Annual return | 17.43% | 60.54%-43.1pp | 53.40%-36.0pp | 373.66%-356.2pp |
| Employer contribution / active EE | $665 | $7,596-91.2% | $6,790-90.2% | $4,754-86.0% |
| Participant deferral / active EE | $8,675 | $11,626-25.4% | $10,410-16.7% | $6,712+29.3% |
| Admin fee / account holder | $3,778 | $15,393-75.5% | $12,824-70.5% | $11,409-66.9% |