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 | $173,401 | $168,635+2.8% | $147,617+17.5% | $125,389+38.3% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | 0.86% | 77.65%-76.8pp | 61.98%-61.1pp | 282.24%-281.4pp |
| Employer contribution / active EE | $868 | $6,252-86.1% | $5,564-84.4% | $4,866-82.2% |
| Participant deferral / active EE | $6,365 | $5,507+15.6% | $4,895+30.0% | $5,352+18.9% |
| Admin fee / account holder | $2,070 | $13,580-84.8% | $11,612-82.2% | $9,541-78.3% |