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 | $204,099 | $115,917+76.1% | $100,535+103.0% | $158,982+28.4% |
| Participation rate | 84.6% | 81.6%+3.0pp | 79.4%+5.2pp | 82.0%+2.6pp |
| Annual return | 21.50% | 34.80%-13.3pp | 30.90%-9.4pp | 302.99%-281.5pp |
| Employer contribution / active EE | $0 | $4,105-100.0% | $3,419-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $5,509 | $6,677-17.5% | $6,271-12.2% | $5,983-7.9% |
| Admin fee / account holder | $1,406 | $11,002-87.2% | $8,085-82.6% | $11,252-87.5% |