Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $75,929 | $212,386-64.2% | $199,883-62.0% | $138,895-45.3% |
| Participation rate | 83.3% | 87.4%-4.0pp | 86.8%-3.4pp | 79.9%+3.4pp |
| Annual return | 18.01% | 47.75%-29.7pp | 43.81%-25.8pp | 145.39%-127.4pp |
| Employer contribution / active EE | $1,336 | $6,625-79.8% | $6,261-78.7% | $4,194-68.2% |
| Participant deferral / active EE | $10,875 | $9,617+13.1% | $9,138+19.0% | $6,396+70.0% |
| Admin fee / account holder | $345 | $18,233-98.1% | $17,268-98.0% | $12,562-97.3% |