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 | $103,831 | $177,595-41.5% | $148,496-30.1% | $198,609-47.7% |
| Participation rate | 94.1% | 79.3%+14.9pp | 76.0%+18.1pp | 82.4%+11.7pp |
| Annual return | 13.82% | 9.97%+3.9pp | 12.33%+1.5pp | 202.70%-188.9pp |
| Employer contribution / active EE | $598 | $4,098-85.4% | $3,497-82.9% | $5,055-88.2% |
| Participant deferral / active EE | $5,887 | $5,539+6.3% | $4,808+22.4% | $6,977-15.6% |
| Admin fee / account holder | $3,129 | $27,010-88.4% | $19,547-84.0% | $19,030-83.6% |