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 | $246,830 | $114,119+116.3% | $107,187+130.3% | $138,895+77.7% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.0%0pp | 79.9%-4.9pp |
| Annual return | 13.71% | 273.21%-259.5pp | 204.55%-190.8pp | 145.39%-131.7pp |
| Employer contribution / active EE | $490 | $4,059-87.9% | $3,782-87.1% | $4,194-88.3% |
| Participant deferral / active EE | $3,936 | $5,538-28.9% | $5,096-22.8% | $6,396-38.5% |
| Admin fee / account holder | $970 | $10,024-90.3% | $9,162-89.4% | $12,562-92.3% |