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 | $156,939 | $172,111-8.8% | $150,298+4.4% | $137,256+14.3% |
| Participation rate | 89.5% | 81.7%+7.8pp | 77.8%+11.7pp | 80.0%+9.5pp |
| Annual return | 13.90% | 69.37%-55.5pp | 62.79%-48.9pp | 220.34%-206.4pp |
| Employer contribution / active EE | $722 | $4,636-84.4% | $4,154-82.6% | $4,156-82.6% |
| Participant deferral / active EE | $3,302 | $6,166-46.4% | $5,453-39.4% | $6,407-48.5% |
| Admin fee / account holder | $8,361 | $16,471-49.2% | $14,116-40.8% | $12,270-31.9% |