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 | $85,495 | $146,267-41.5% | $197,124-56.6% | $82,448+3.7% |
| Participation rate | 92.9% | 84.0%+8.8pp | 86.7%+6.1pp | 68.1%+24.8pp |
| Annual return | 26.17% | 29.61%-3.4pp | 44.34%-18.2pp | 41.64%-15.5pp |
| Employer contribution / active EE | $1,367 | $4,723-71.1% | $6,227-78.0% | $2,551-46.4% |
| Participant deferral / active EE | $5,287 | $7,035-24.8% | $9,135-42.1% | $4,139+27.7% |
| Admin fee / account holder | $2,320 | $14,422-83.9% | $16,298-85.8% | $7,234-67.9% |