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 | $57,201 | $227,291-74.8% | $214,702-73.4% | $155,188-63.1% |
| Participation rate | 95.5% | 88.0%+7.5pp | 87.5%+8.0pp | 80.8%+14.7pp |
| Annual return | 16.00% | 60.08%-44.1pp | 54.55%-38.6pp | 148.84%-132.8pp |
| Employer contribution / active EE | $1,186 | $6,772-82.5% | $6,461-81.6% | $4,248-72.1% |
| Participant deferral / active EE | $9,946 | $9,582+3.8% | $9,147+8.7% | $6,531+52.3% |
| Admin fee / account holder | $3,245 | $20,413-84.1% | $19,830-83.6% | $14,480-77.6% |