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 | $50,614 | $154,228-67.2% | $145,433-65.2% | $137,256-63.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 20.26% | 74.59%-54.3pp | 66.58%-46.3pp | 220.34%-200.1pp |
| Employer contribution / active EE | $838 | $4,804-82.6% | $4,554-81.6% | $4,156-79.8% |
| Participant deferral / active EE | $13,179 | $8,216+60.4% | $7,897+66.9% | $6,407+105.7% |
| Admin fee / account holder | $2,337 | $14,344-83.7% | $13,129-82.2% | $12,270-81.0% |