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 | $142,911 | $114,119+25.2% | $107,187+33.3% | $138,895+2.9% |
| Participation rate | 90.5% | 78.1%+12.4pp | 75.0%+15.5pp | 79.9%+10.6pp |
| Annual return | 17.45% | 273.21%-255.8pp | 204.55%-187.1pp | 145.39%-127.9pp |
| Employer contribution / active EE | $530 | $4,059-86.9% | $3,782-86.0% | $4,194-87.4% |
| Participant deferral / active EE | $2,482 | $5,538-55.2% | $5,096-51.3% | $6,396-61.2% |
| Admin fee / account holder | $2,161 | $10,024-78.4% | $9,162-76.4% | $12,562-82.8% |