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 | $164,138 | $227,399-27.8% | $189,758-13.5% | $198,609-17.4% |
| Participation rate | 75.0% | 84.0%-9.0pp | 79.8%-4.8pp | 82.4%-7.4pp |
| Annual return | 13.00% | 61.03%-48.0pp | 52.62%-39.6pp | 202.70%-189.7pp |
| Employer contribution / active EE | $1,061 | $5,526-80.8% | $4,767-77.7% | $5,055-79.0% |
| Participant deferral / active EE | $4,157 | $6,837-39.2% | $5,856-29.0% | $6,977-40.4% |
| Admin fee / account holder | $786 | $25,162-96.9% | $20,388-96.1% | $19,030-95.9% |