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 | $123,064 | $156,398-21.3% | $147,318-16.5% | $138,895-11.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 19.78% | 78.75%-59.0pp | 70.43%-50.6pp | 145.39%-125.6pp |
| Employer contribution / active EE | $730 | $4,853-85.0% | $4,593-84.1% | $4,194-82.6% |
| Participant deferral / active EE | $8,296 | $8,237+0.7% | $7,906+4.9% | $6,396+29.7% |
| Admin fee / account holder | $3,909 | $14,976-73.9% | $13,708-71.5% | $12,562-68.9% |