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 | $137,579 | $57,119+140.9% | $85,187+61.5% | $80,935+70.0% |
| Participation rate | 91.1% | 56.4%+34.7pp | 67.5%+23.5pp | 67.7%+23.4pp |
| Annual return | 14.65% | 21.70%-7.0pp | 66.67%-52.0pp | 35.66%-21.0pp |
| Employer contribution / active EE | $0 | $1,802-100.0% | $2,732-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $17,228 | $3,115+453.1% | $4,525+280.7% | $4,299+300.7% |
| Admin fee / account holder | $15,503 | $4,990+210.7% | $6,162+151.6% | $6,924+123.9% |