Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $13,052 | $114,119-88.6% | $107,187-87.8% | $138,895-90.6% |
| Participation rate | 81.0% | 78.1%+2.9pp | 75.0%+5.9pp | 79.9%+1.0pp |
| Annual return | 22.00% | 273.21%-251.2pp | 204.55%-182.6pp | 145.39%-123.4pp |
| Employer contribution / active EE | $752 | $4,059-81.5% | $3,782-80.1% | $4,194-82.1% |
| Participant deferral / active EE | $3,423 | $5,538-38.2% | $5,096-32.8% | $6,396-46.5% |
| Admin fee / account holder | $749 | $10,024-92.5% | $9,162-91.8% | $12,562-94.0% |