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 | $133,566 | $254,759-47.6% | $216,567-38.3% | $198,609-32.7% |
| Participation rate | 84.6% | 84.5%+0.1pp | 81.6%+3.0pp | 82.4%+2.2pp |
| Annual return | 8.05% | 10.04%-2.0pp | 12.94%-4.9pp | 202.70%-194.6pp |
| Employer contribution / active EE | $897 | $6,096-85.3% | $5,216-82.8% | $5,055-82.3% |
| Participant deferral / active EE | $6,084 | $6,948-12.4% | $6,191-1.7% | $6,977-12.8% |
| Admin fee / account holder | $7,050 | $26,311-73.2% | $21,981-67.9% | $19,030-63.0% |