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 | $87,825 | $110,337-20.4% | $102,383-14.2% | $145,877-39.8% |
| Participation rate | 91.3% | 77.9%+13.4pp | 74.5%+16.8pp | 80.3%+11.0pp |
| Annual return | 11.01% | 24.83%-13.8pp | 24.94%-13.9pp | 551.28%-540.3pp |
| Employer contribution / active EE | $831 | $4,216-80.3% | $3,870-78.5% | $4,663-82.2% |
| Participant deferral / active EE | $4,377 | $5,621-22.1% | $5,060-13.5% | $6,691-34.6% |
| Admin fee / account holder | $13,420 | $9,750+37.7% | $8,391+59.9% | $13,402+0.1% |