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 | $129,190 | $181,896-29.0% | $156,551-17.5% | $273,972-52.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 5.05% | 30.74%-25.7pp | 32.23%-27.2pp | 41.46%-36.4pp |
| Employer contribution / active EE | $413 | $6,248-93.4% | $5,501-92.5% | $4,869-91.5% |
| Participant deferral / active EE | $2,606 | $5,550-53.0% | $4,871-46.5% | $5,287-50.7% |
| Admin fee / account holder | $10,117 | $15,560-35.0% | $13,028-22.3% | $10,133-0.2% |