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 | $170,274 | $199,109-14.5% | $173,730-2.0% | $154,746+10.0% |
| Participation rate | 73.3% | 82.8%-9.5pp | 79.6%-6.2pp | 80.7%-7.4pp |
| Annual return | 14.19% | 20.02%-5.8pp | 19.96%-5.8pp | 172.34%-158.2pp |
| Employer contribution / active EE | $0 | $5,311-100.0% | $4,577-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $11,170 | $7,113+57.0% | $6,326+76.6% | $6,730+66.0% |
| Admin fee / account holder | $25,530 | $20,916+22.1% | $17,523+45.7% | $14,365+77.7% |