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 | $221,308 | $157,829+40.2% | $136,867+61.7% | $198,609+11.4% |
| Participation rate | 70.0% | 77.2%-7.2pp | 74.5%-4.5pp | 82.4%-12.4pp |
| Annual return | 14.66% | 51.25%-36.6pp | 42.97%-28.3pp | 202.70%-188.0pp |
| Employer contribution / active EE | $700 | $3,923-82.2% | $3,547-80.3% | $5,055-86.2% |
| Participant deferral / active EE | $4,130 | $5,463-24.4% | $4,924-16.1% | $6,977-40.8% |
| Admin fee / account holder | $3,825 | $11,107-65.6% | $10,340-63.0% | $19,030-79.9% |