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 | $117,846+21.9% | $102,434+40.2% | $145,884-1.5% |
| Participation rate | 75.0% | 78.6%-3.6pp | 76.5%-1.5pp | 80.3%-5.3pp |
| Annual return | 15.30% | 31.90%-16.6pp | 29.46%-14.2pp | 551.85%-536.5pp |
| Employer contribution / active EE | $677 | $3,615-81.3% | $3,023-77.6% | $4,662-85.5% |
| Participant deferral / active EE | $2,979 | $5,733-48.0% | $5,055-41.1% | $6,690-55.5% |
| Admin fee / account holder | $13,020 | $13,356-2.5% | $9,462+37.6% | $13,392-2.8% |