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 | $101,022 | $107,363-5.9% | $92,909+8.7% | $152,897-33.9% |
| Participation rate | 77.3% | 79.8%-2.5pp | 76.0%+1.3pp | 82.5%-5.2pp |
| Annual return | 16.79% | 145.63%-128.8pp | 109.44%-92.6pp | 345.43%-328.6pp |
| Employer contribution / active EE | $173 | $4,222-95.9% | $3,653-95.3% | $4,764-96.4% |
| Participant deferral / active EE | $4,034 | $4,848-16.8% | $4,238-4.8% | $5,851-31.0% |
| Admin fee / account holder | $9,112 | $7,082+28.7% | $5,795+57.2% | $11,599-21.4% |