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 | $84,118 | $118,467-29.0% | $98,450-14.6% | $139,456-39.7% |
| Participation rate | 80.0% | 77.5%+2.5pp | 75.2%+4.8pp | 80.3%-0.3pp |
| Annual return | 20.28% | 18.95%+1.3pp | 21.16%-0.9pp | 373.45%-353.2pp |
| Employer contribution / active EE | $494 | $3,611-86.3% | $3,049-83.8% | $4,753-89.6% |
| Participant deferral / active EE | $7,925 | $5,393+46.9% | $4,739+67.2% | $6,711+18.1% |
| Admin fee / account holder | $9,944 | $14,057-29.3% | $8,961+11.0% | $11,407-12.8% |