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 | $136,528 | $95,404+43.1% | $113,397+20.4% | $82,637+65.2% |
| Participation rate | 88.9% | 72.8%+16.1pp | 76.5%+12.4pp | 68.1%+20.8pp |
| Annual return | 13.14% | 19.08%-5.9pp | 23.20%-10.1pp | 53.51%-40.4pp |
| Employer contribution / active EE | $621 | $2,307-73.1% | $2,977-79.1% | $2,552-75.7% |
| Participant deferral / active EE | $3,316 | $4,220-21.4% | $5,076-34.7% | $4,126-19.6% |
| Admin fee / account holder | $1,813 | $9,168-80.2% | $11,957-84.8% | $7,339-75.3% |