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 | $77,738 | $143,969-46.0% | $199,883-61.1% | $82,637-5.9% |
| Participation rate | 74.1% | 84.1%-10.1pp | 86.8%-12.7pp | 68.1%+6.0pp |
| Annual return | 18.07% | 25.67%-7.6pp | 43.81%-25.7pp | 53.51%-35.4pp |
| Employer contribution / active EE | $887 | $4,632-80.8% | $6,261-85.8% | $2,552-65.2% |
| Participant deferral / active EE | $7,944 | $6,937+14.5% | $9,138-13.1% | $4,126+92.5% |
| Admin fee / account holder | $9,985 | $14,597-31.6% | $17,268-42.2% | $7,339+36.1% |