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 | $82,820 | $78,690+5.2% | $161,489-48.7% | $87,485-5.3% |
| Participation rate | 84.1% | 67.5%+16.6pp | 78.7%+5.4pp | 68.9%+15.2pp |
| Annual return | 14.46% | 32.74%-18.3pp | 89.72%-75.3pp | 26.06%-11.6pp |
| Employer contribution / active EE | $290 | $2,588-88.8% | $4,268-93.2% | $2,596-88.8% |
| Participant deferral / active EE | $2,163 | $3,311-34.7% | $5,630-61.6% | $4,274-49.4% |
| Admin fee / account holder | $4,024 | $6,724-40.2% | $16,006-74.9% | $7,775-48.2% |