Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $89,911 | $166,242-45.9% | $165,071-45.5% | $145,884-38.4% |
| Participation rate | 80.0% | 82.0%-2.0pp | 78.6%+1.4pp | 80.3%-0.3pp |
| Annual return | 13.11% | 100.44%-87.3pp | 70.17%-57.1pp | 551.85%-538.7pp |
| Employer contribution / active EE | $1,005 | $5,283-81.0% | $4,347-76.9% | $4,662-78.4% |
| Participant deferral / active EE | $4,022 | $6,964-42.2% | $6,035-33.4% | $6,690-39.9% |
| Admin fee / account holder | $3,006 | $16,658-82.0% | $12,695-76.3% | $13,392-77.6% |