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 | $144,899 | $106,524+36.0% | $152,301-4.9% | $87,485+65.6% |
| Participation rate | 79.3% | 75.8%+3.6pp | 82.4%-3.1pp | 68.9%+10.4pp |
| Annual return | 17.52% | 26.89%-9.4pp | 80.50%-63.0pp | 26.06%-8.5pp |
| Employer contribution / active EE | $344 | $3,371-89.8% | $4,624-92.6% | $2,596-86.8% |
| Participant deferral / active EE | $7,816 | $6,525+19.8% | $8,004-2.3% | $4,274+82.9% |
| Admin fee / account holder | $1,067 | $8,287-87.1% | $14,398-92.6% | $7,775-86.3% |