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 | $130,858 | $152,612-14.3% | $125,192+4.5% | $152,897-14.4% |
| Participation rate | 92.9% | 83.3%+9.5pp | 79.8%+13.1pp | 82.5%+10.4pp |
| Annual return | 42.38% | 54.85%-12.5pp | 43.79%-1.4pp | 345.43%-303.1pp |
| Employer contribution / active EE | $294 | $4,947-94.0% | $3,866-92.4% | $4,764-93.8% |
| Participant deferral / active EE | $2,270 | $5,868-61.3% | $4,937-54.0% | $5,851-61.2% |
| Admin fee / account holder | $20,790 | $13,437+54.7% | $9,704+114.2% | $11,599+79.2% |