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 | $111,261 | $223,823-50.3% | $211,142-47.3% | $154,746-28.1% |
| Participation rate | 71.4% | 87.9%-16.4pp | 87.3%-15.9pp | 80.7%-9.3pp |
| Annual return | 19.38% | 50.39%-31.0pp | 46.84%-27.5pp | 172.34%-153.0pp |
| Employer contribution / active EE | $1,192 | $6,787-82.4% | $6,442-81.5% | $4,379-72.8% |
| Participant deferral / active EE | $7,390 | $9,750-24.2% | $9,284-20.4% | $6,730+9.8% |
| Admin fee / account holder | $4,417 | $19,707-77.6% | $19,076-76.8% | $14,365-69.3% |