Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $36,311 | $223,823-83.8% | $211,142-82.8% | $154,746-76.5% |
| Participation rate | 83.3% | 87.9%-4.5pp | 87.3%-4.0pp | 80.7%+2.6pp |
| Annual return | 22.56% | 50.39%-27.8pp | 46.84%-24.3pp | 172.34%-149.8pp |
| Employer contribution / active EE | $1,294 | $6,787-80.9% | $6,442-79.9% | $4,379-70.4% |
| Participant deferral / active EE | $6,884 | $9,750-29.4% | $9,284-25.8% | $6,730+2.3% |
| Admin fee / account holder | $1,421 | $19,707-92.8% | $19,076-92.6% | $14,365-90.1% |