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 | $113,074 | $81,476+38.8% | $102,383+10.4% | $80,925+39.7% |
| Participation rate | 97.2% | 66.8%+30.4pp | 74.5%+22.7pp | 67.7%+29.6pp |
| Annual return | 14.96% | 25.59%-10.6pp | 24.94%-10.0pp | 35.65%-20.7pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $3,870-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $3,867 | $3,871-0.1% | $5,060-23.6% | $4,299-10.1% |
| Admin fee / account holder | $11,157 | $6,717+66.1% | $8,391+33.0% | $6,940+60.8% |