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 | $78,877 | $86,298-8.6% | $111,308-29.1% | $85,847-8.1% |
| Participation rate | 98.0% | 73.3%+24.7pp | 77.3%+20.7pp | 69.3%+28.7pp |
| Annual return | 15.86% | 19.99%-4.1pp | 54.67%-38.8pp | 318.61%-302.7pp |
| Employer contribution / active EE | $0 | $2,044-100.0% | $2,732-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,897 | $3,641+7.0% | $4,487-13.2% | $3,952-1.4% |
| Admin fee / account holder | $7,980 | $8,189-2.6% | $7,965+0.2% | $6,261+27.5% |