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 | $62,516 | $89,364-30.0% | $141,177-55.7% | $72,983-14.3% |
| Participation rate | 72.3% | 75.1%-2.8pp | 82.5%-10.1pp | 69.5%+2.9pp |
| Annual return | 25.05% | 111.86%-86.8pp | 71.40%-46.4pp | 81.01%-56.0pp |
| Employer contribution / active EE | $290 | $3,115-90.7% | $4,736-93.9% | $2,440-88.1% |
| Participant deferral / active EE | $2,961 | $5,419-45.3% | $6,710-55.9% | $3,608-17.9% |
| Admin fee / account holder | $853 | $5,959-85.7% | $10,263-91.7% | $5,124-83.4% |