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 | $76,131 | $174,379-56.3% | $152,093-49.9% | $138,895-45.2% |
| Participation rate | 94.1% | 81.6%+12.5pp | 77.8%+16.4pp | 79.9%+14.2pp |
| Annual return | 14.84% | 74.86%-60.0pp | 66.36%-51.5pp | 145.39%-130.6pp |
| Employer contribution / active EE | $788 | $4,652-83.1% | $4,175-81.1% | $4,194-81.2% |
| Participant deferral / active EE | $3,544 | $6,159-42.5% | $5,451-35.0% | $6,396-44.6% |
| Admin fee / account holder | $3,371 | $16,880-80.0% | $14,497-76.7% | $12,562-73.2% |