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 | $116,952 | $183,516-36.3% | $155,534-24.8% | $145,884-19.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 16.02% | 61.43%-45.4pp | 64.92%-48.9pp | 551.85%-535.8pp |
| Employer contribution / active EE | $769 | $5,315-85.5% | $4,675-83.6% | $4,662-83.5% |
| Participant deferral / active EE | $2,642 | $6,467-59.2% | $5,630-53.1% | $6,690-60.5% |
| Admin fee / account holder | $2,977 | $19,293-84.6% | $15,900-81.3% | $13,392-77.8% |