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 | $133,691 | $171,492-22.0% | $150,734-11.3% | $198,609-32.7% |
| Participation rate | 85.7% | 81.4%+4.3pp | 78.4%+7.3pp | 82.4%+3.3pp |
| Annual return | 16.53% | 804.70%-788.2pp | 600.81%-584.3pp | 202.70%-186.2pp |
| Employer contribution / active EE | $674 | $5,470-87.7% | $4,918-86.3% | $5,055-86.7% |
| Participant deferral / active EE | $5,574 | $6,259-10.9% | $5,610-0.6% | $6,977-20.1% |
| Admin fee / account holder | $2,332 | $17,628-86.8% | $14,905-84.4% | $19,030-87.7% |