Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $230,784 | $181,062+27.5% | $158,223+45.9% | $155,188+48.7% |
| Participation rate | 80.0% | 82.7%-2.7pp | 79.2%+0.8pp | 80.8%-0.8pp |
| Annual return | 18.57% | 57.39%-38.8pp | 52.09%-33.5pp | 148.84%-130.3pp |
| Employer contribution / active EE | $551 | $4,565-87.9% | $4,109-86.6% | $4,248-87.0% |
| Participant deferral / active EE | $5,478 | $6,134-10.7% | $5,467+0.2% | $6,531-16.1% |
| Admin fee / account holder | $387 | $18,825-97.9% | $16,047-97.6% | $14,480-97.3% |