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 | $56,385 | $165,381-65.9% | $149,730-62.3% | $158,966-64.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 17.61% | 348.29%-330.7pp | 276.70%-259.1pp | 302.95%-285.3pp |
| Employer contribution / active EE | $898 | $5,104-82.4% | $4,645-80.7% | $4,762-81.2% |
| Participant deferral / active EE | $2,441 | $7,182-66.0% | $6,843-64.3% | $5,983-59.2% |
| Admin fee / account holder | $318 | $10,809-97.1% | $9,310-96.6% | $11,250-97.2% |