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 | $125,118 | $97,550+28.3% | $120,344+4.0% | $87,485+43.0% |
| Participation rate | 76.0% | 72.8%+3.2pp | 76.7%-0.7pp | 68.9%+7.1pp |
| Annual return | 14.36% | 18.41%-4.1pp | 20.30%-5.9pp | 26.06%-11.7pp |
| Employer contribution / active EE | $419 | $2,291-81.7% | $3,020-86.1% | $2,596-83.9% |
| Participant deferral / active EE | $2,491 | $4,230-41.1% | $5,135-51.5% | $4,274-41.7% |
| Admin fee / account holder | $18,057 | $9,543+89.2% | $12,742+41.7% | $7,775+132.3% |