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 | $80,253 | $106,749-24.8% | $145,433-44.8% | $82,448-2.7% |
| Participation rate | 82.5% | 75.6%+6.9pp | 82.1%+0.4pp | 68.1%+14.4pp |
| Annual return | 18.46% | 27.59%-9.1pp | 66.58%-48.1pp | 41.64%-23.2pp |
| Employer contribution / active EE | $641 | $3,444-81.4% | $4,554-85.9% | $2,551-74.9% |
| Participant deferral / active EE | $7,601 | $6,519+16.6% | $7,897-3.8% | $4,139+83.6% |
| Admin fee / account holder | $6,808 | $8,390-18.9% | $13,129-48.1% | $7,234-5.9% |