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 | $90,334 | $106,524-15.2% | $152,301-40.7% | $87,485+3.3% |
| Participation rate | 92.3% | 75.8%+16.6pp | 82.4%+9.9pp | 68.9%+23.4pp |
| Annual return | 14.97% | 26.89%-11.9pp | 80.50%-65.5pp | 26.06%-11.1pp |
| Employer contribution / active EE | $240 | $3,371-92.9% | $4,624-94.8% | $2,596-90.8% |
| Participant deferral / active EE | $5,361 | $6,525-17.8% | $8,004-33.0% | $4,274+25.4% |
| Admin fee / account holder | $1,981 | $8,287-76.1% | $14,398-86.2% | $7,775-74.5% |