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 | $132,844 | $80,985+64.0% | $96,576+37.6% | $75,181+76.7% |
| Participation rate | 71.2% | 71.8%-0.6pp | 76.0%-4.8pp | 67.2%+4.0pp |
| Annual return | 26.00% | 27.05%-1.1pp | 25.87%+0.1pp | 160.69%-134.7pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $2,965-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $3,513 | $3,929-10.6% | $4,851-27.6% | $4,126-14.9% |
| Admin fee / account holder | $7,848 | $6,719+16.8% | $8,253-4.9% | $5,650+38.9% |