Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $101,924 | $162,136-37.1% | $152,301-33.1% | $154,746-34.1% |
| Participation rate | 75.0% | 84.1%-9.1pp | 82.4%-7.4pp | 80.7%-5.7pp |
| Annual return | 16.11% | 91.02%-74.9pp | 80.50%-64.4pp | 172.34%-156.2pp |
| Employer contribution / active EE | $886 | $4,890-81.9% | $4,624-80.8% | $4,379-79.8% |
| Participant deferral / active EE | $4,683 | $8,341-43.9% | $8,004-41.5% | $6,730-30.4% |
| Admin fee / account holder | $471 | $15,759-97.0% | $14,398-96.7% | $14,365-96.7% |