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 | $74,062 | $57,350+29.1% | $83,850-11.7% | $64,181+15.4% |
| Participation rate | 79.4% | 68.6%+10.8pp | 76.1%+3.3pp | 69.6%+9.8pp |
| Annual return | 10.49% | 11.38%-0.9pp | 850.92%-840.4pp | 7.63%+2.9pp |
| Employer contribution / active EE | $508 | $2,545-80.0% | $3,631-86.0% | $2,381-78.7% |
| Participant deferral / active EE | $2,025 | $2,993-32.4% | $4,082-50.4% | $3,470-41.6% |
| Admin fee / account holder | $557 | $4,046-86.2% | $5,478-89.8% | $4,887-88.6% |