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 | $143,661 | $117,904+21.8% | $102,457+40.2% | $145,978-1.6% |
| Participation rate | 75.0% | 78.6%-3.6pp | 76.5%-1.5pp | 80.3%-5.3pp |
| Annual return | 15.30% | 31.80%-16.5pp | 29.41%-14.1pp | 550.52%-535.2pp |
| Employer contribution / active EE | $677 | $3,613-81.3% | $3,022-77.6% | $4,662-85.5% |
| Participant deferral / active EE | $2,979 | $5,733-48.0% | $5,054-41.1% | $6,690-55.5% |
| Admin fee / account holder | $13,020 | $13,329-2.3% | $9,451+37.8% | $13,400-2.8% |