Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $75,700 | $117,846-35.8% | $102,434-26.1% | $145,884-48.1% |
| Participation rate | 91.3% | 78.6%+12.7pp | 76.5%+14.8pp | 80.3%+11.0pp |
| Annual return | 9.38% | 31.90%-22.5pp | 29.46%-20.1pp | 551.85%-542.5pp |
| Employer contribution / active EE | $802 | $3,615-77.8% | $3,023-73.5% | $4,662-82.8% |
| Participant deferral / active EE | $4,767 | $5,733-16.8% | $5,055-5.7% | $6,690-28.7% |
| Admin fee / account holder | $6,461 | $13,356-51.6% | $9,462-31.7% | $13,392-51.8% |