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 | $158,287 | $177,595-10.9% | $148,496+6.6% | $198,609-20.3% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 14.44% | 9.97%+4.5pp | 12.33%+2.1pp | 202.70%-188.3pp |
| Employer contribution / active EE | $420 | $4,098-89.8% | $3,497-88.0% | $5,055-91.7% |
| Participant deferral / active EE | $12,501 | $5,539+125.7% | $4,808+160.0% | $6,977+79.2% |
| Admin fee / account holder | $2,827 | $27,010-89.5% | $19,547-85.5% | $19,030-85.1% |