Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $49,357 | $55,889-11.7% | $76,119-35.2% | $80,935-39.0% |
| Participation rate | 88.4% | 62.1%+26.3pp | 69.1%+19.3pp | 67.7%+20.7pp |
| Annual return | 11.08% | 20.58%-9.5pp | 361.25%-350.2pp | 35.66%-24.6pp |
| Employer contribution / active EE | $264 | $1,866-85.8% | $2,693-90.2% | $2,757-90.4% |
| Participant deferral / active EE | $7,178 | $3,051+135.2% | $4,259+68.5% | $4,299+66.9% |
| Admin fee / account holder | $6,235 | $5,241+19.0% | $6,421-2.9% | $6,924-10.0% |