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 | $67,749 | $97,020-30.2% | $83,327-18.7% | $135,380-50.0% |
| Participation rate | 78.6% | 80.4%-1.8pp | 77.8%+0.8pp | 82.6%-4.1pp |
| Annual return | -7.00% | 12.31%-19.3pp | 10.64%-17.6pp | 519.81%-526.8pp |
| Employer contribution / active EE | $259 | $4,144-93.7% | $3,379-92.3% | $4,779-94.6% |
| Participant deferral / active EE | $12,289 | $5,964+106.0% | $5,565+120.8% | $5,609+119.1% |
| Admin fee / account holder | $2,227 | $8,426-73.6% | $7,540-70.5% | $10,828-79.4% |