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 | $136,893 | $98,776+38.6% | $149,745-8.6% | $79,856+71.4% |
| Participation rate | 92.9% | 75.8%+17.1pp | 82.5%+10.4pp | 69.6%+23.2pp |
| Annual return | 14.26% | 27.38%-13.1pp | 276.72%-262.5pp | 31.71%-17.4pp |
| Employer contribution / active EE | $266 | $3,217-91.7% | $4,646-94.3% | $2,471-89.2% |
| Participant deferral / active EE | $9,234 | $5,681+62.5% | $6,843+34.9% | $3,741+146.9% |
| Admin fee / account holder | $3,240 | $6,053-46.5% | $9,312-65.2% | $5,306-38.9% |