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 | $78,973 | $184,014-57.1% | $161,149-51.0% | $138,895-43.1% |
| Participation rate | 87.0% | 82.1%+4.9pp | 78.8%+8.1pp | 79.9%+7.0pp |
| Annual return | 16.13% | 21.52%-5.4pp | 21.16%-5.0pp | 145.39%-129.3pp |
| Employer contribution / active EE | $1,072 | $5,055-78.8% | $4,360-75.4% | $4,194-74.4% |
| Participant deferral / active EE | $4,827 | $6,909-30.1% | $6,153-21.5% | $6,396-24.5% |
| Admin fee / account holder | $2,212 | $18,027-87.7% | $15,194-85.4% | $12,562-82.4% |