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 | $177,115 | $143,969+23.0% | $199,883-11.4% | $82,637+114.3% |
| Participation rate | 77.8% | 84.1%-6.4pp | 86.8%-9.0pp | 68.1%+9.7pp |
| Annual return | 16.55% | 25.67%-9.1pp | 43.81%-27.3pp | 53.51%-37.0pp |
| Employer contribution / active EE | $1,557 | $4,632-66.4% | $6,261-75.1% | $2,552-39.0% |
| Participant deferral / active EE | $10,013 | $6,937+44.3% | $9,138+9.6% | $4,126+142.7% |
| Admin fee / account holder | $766 | $14,597-94.8% | $17,268-95.6% | $7,339-89.6% |