Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $190,603 | $115,917+64.4% | $100,535+89.6% | $158,982+19.9% |
| Participation rate | 70.6% | 81.6%-11.0pp | 79.4%-8.8pp | 82.0%-11.4pp |
| Annual return | 16.27% | 34.80%-18.5pp | 30.90%-14.6pp | 302.99%-286.7pp |
| Employer contribution / active EE | $0 | $4,105-100.0% | $3,419-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $6,491 | $6,677-2.8% | $6,271+3.5% | $5,983+8.5% |
| Admin fee / account holder | $912 | $11,002-91.7% | $8,085-88.7% | $11,252-91.9% |