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 | $150,654 | $154,228-2.3% | $145,433+3.6% | $137,256+9.8% |
| Participation rate | 76.2% | 83.8%-7.6pp | 82.1%-5.9pp | 80.0%-3.8pp |
| Annual return | 15.31% | 74.59%-59.3pp | 66.58%-51.3pp | 220.34%-205.0pp |
| Employer contribution / active EE | $846 | $4,804-82.4% | $4,554-81.4% | $4,156-79.6% |
| Participant deferral / active EE | $6,527 | $8,216-20.6% | $7,897-17.4% | $6,407+1.9% |
| Admin fee / account holder | $2,043 | $14,344-85.8% | $13,129-84.4% | $12,270-83.3% |