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 | $85,928 | $97,550-11.9% | $120,344-28.6% | $87,485-1.8% |
| Participation rate | 91.8% | 72.8%+19.0pp | 76.7%+15.1pp | 68.9%+22.9pp |
| Annual return | 15.48% | 18.41%-2.9pp | 20.30%-4.8pp | 26.06%-10.6pp |
| Employer contribution / active EE | $610 | $2,291-73.4% | $3,020-79.8% | $2,596-76.5% |
| Participant deferral / active EE | $8,202 | $4,230+93.9% | $5,135+59.7% | $4,274+91.9% |
| Admin fee / account holder | $2,356 | $9,543-75.3% | $12,742-81.5% | $7,775-69.7% |