Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $44,697 | $91,439-51.1% | $135,974-67.1% | $71,511-37.5% |
| Participation rate | 78.9% | 75.7%+3.3pp | 81.9%-3.0pp | 67.9%+11.0pp |
| Annual return | 51.78% | 29.90%+21.9pp | 68.30%-16.5pp | 28.86%+22.9pp |
| Employer contribution / active EE | $11 | $3,705-99.7% | $4,859-99.8% | $2,589-99.6% |
| Participant deferral / active EE | $11,852 | $7,093+67.1% | $7,760+52.7% | $4,291+176.2% |
| Admin fee / account holder | $937 | $1,267-26.0% | $10,767-91.3% | $1,588-41.0% |