Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $61,464 | $126,661-51.5% | $113,397-45.8% | $138,895-55.7% |
| Participation rate | 70.0% | 79.4%-9.4pp | 76.5%-6.5pp | 79.9%-9.9pp |
| Annual return | 15.82% | 25.05%-9.2pp | 23.20%-7.4pp | 145.39%-129.6pp |
| Employer contribution / active EE | $550 | $3,456-84.1% | $2,977-81.5% | $4,194-86.9% |
| Participant deferral / active EE | $8,240 | $5,693+44.7% | $5,076+62.3% | $6,396+28.8% |
| Admin fee / account holder | $489 | $14,549-96.6% | $11,957-95.9% | $12,562-96.1% |