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 | $85,618 | $100,194-14.5% | $122,979-30.4% | $86,983-1.6% |
| Participation rate | 76.5% | 73.0%+3.5pp | 77.2%-0.7pp | 69.5%+6.9pp |
| Annual return | 29.84% | 16.47%+13.4pp | 20.12%+9.7pp | 25.83%+4.0pp |
| Employer contribution / active EE | $495 | $2,326-78.7% | $3,062-83.8% | $2,584-80.9% |
| Participant deferral / active EE | $2,682 | $4,133-35.1% | $5,003-46.4% | $4,194-36.0% |
| Admin fee / account holder | $715 | $10,148-93.0% | $12,864-94.4% | $7,856-90.9% |