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 | $89,962 | $106,749-15.7% | $145,433-38.1% | $82,448+9.1% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 17.35% | 27.59%-10.2pp | 66.58%-49.2pp | 41.64%-24.3pp |
| Employer contribution / active EE | $549 | $3,444-84.1% | $4,554-87.9% | $2,551-78.5% |
| Participant deferral / active EE | $5,586 | $6,519-14.3% | $7,897-29.3% | $4,139+35.0% |
| Admin fee / account holder | $1,901 | $8,390-77.3% | $13,129-85.5% | $7,234-73.7% |