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 | $59,050 | $98,776-40.2% | $149,745-60.6% | $79,856-26.1% |
| Participation rate | 72.1% | 75.8%-3.7pp | 82.5%-10.4pp | 69.6%+2.5pp |
| Annual return | 13.37% | 27.38%-14.0pp | 276.72%-263.3pp | 31.71%-18.3pp |
| Employer contribution / active EE | $526 | $3,217-83.6% | $4,646-88.7% | $2,471-78.7% |
| Participant deferral / active EE | $3,120 | $5,681-45.1% | $6,843-54.4% | $3,741-16.6% |
| Admin fee / account holder | $4,870 | $6,053-19.5% | $9,312-47.7% | $5,306-8.2% |