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 | $210,087 | $183,516+14.5% | $155,534+35.1% | $145,884+44.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.90% | 61.43%-46.5pp | 64.92%-50.0pp | 551.85%-536.9pp |
| Employer contribution / active EE | $829 | $5,315-84.4% | $4,675-82.3% | $4,662-82.2% |
| Participant deferral / active EE | $3,020 | $6,467-53.3% | $5,630-46.4% | $6,690-54.9% |
| Admin fee / account holder | $1,760 | $19,293-90.9% | $15,900-88.9% | $13,392-86.9% |