Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $67,114 | $107,363-37.5% | $92,909-27.8% | $152,897-56.1% |
| Participation rate | 93.8% | 79.8%+14.0pp | 76.0%+17.7pp | 82.5%+11.3pp |
| Annual return | 18.78% | 145.63%-126.8pp | 109.44%-90.7pp | 345.43%-326.6pp |
| Employer contribution / active EE | $584 | $4,222-86.2% | $3,653-84.0% | $4,764-87.7% |
| Participant deferral / active EE | $4,423 | $4,848-8.8% | $4,238+4.4% | $5,851-24.4% |
| Admin fee / account holder | $1,274 | $7,082-82.0% | $5,795-78.0% | $11,599-89.0% |