Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $137,067 | $178,174-23.1% | $156,181-12.2% | $137,256-0.1% |
| Participation rate | 83.3% | 82.0%+1.3pp | 78.8%+4.5pp | 80.0%+3.4pp |
| Annual return | 13.31% | 84.19%-70.9pp | 64.87%-51.6pp | 220.34%-207.0pp |
| Employer contribution / active EE | $977 | $4,972-80.3% | $4,294-77.2% | $4,156-76.5% |
| Participant deferral / active EE | $5,751 | $6,888-16.5% | $6,132-6.2% | $6,407-10.2% |
| Admin fee / account holder | $4,203 | $17,404-75.9% | $14,586-71.2% | $12,270-65.7% |