Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $88,696 | $97,550-9.1% | $120,344-26.3% | $87,485+1.4% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.7%+23.3pp | 68.9%+31.1pp |
| Annual return | 12.66% | 18.41%-5.7pp | 20.30%-7.6pp | 26.06%-13.4pp |
| Employer contribution / active EE | $511 | $2,291-77.7% | $3,020-83.1% | $2,596-80.3% |
| Participant deferral / active EE | $6,550 | $4,230+54.9% | $5,135+27.6% | $4,274+53.3% |
| Admin fee / account holder | $32,416 | $9,543+239.7% | $12,742+154.4% | $7,775+316.9% |