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 | $148,734 | $181,896-18.2% | $156,551-5.0% | $273,972-45.7% |
| Participation rate | 81.3% | 88.4%-7.1pp | 84.0%-2.8pp | 83.0%-1.8pp |
| Annual return | 8.80% | 30.74%-21.9pp | 32.23%-23.4pp | 41.46%-32.7pp |
| Employer contribution / active EE | $1,105 | $6,248-82.3% | $5,501-79.9% | $4,869-77.3% |
| Participant deferral / active EE | $4,075 | $5,550-26.6% | $4,871-16.3% | $5,287-22.9% |
| Admin fee / account holder | $3,653 | $15,560-76.5% | $13,028-72.0% | $10,133-63.9% |