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 | $108,086 | $123,155-12.2% | $108,753-0.6% | $155,188-30.4% |
| Participation rate | 84.2% | 75.6%+8.6pp | 71.1%+13.1pp | 80.8%+3.4pp |
| Annual return | 14.09% | 44.73%-30.6pp | 37.47%-23.4pp | 148.84%-134.8pp |
| Employer contribution / active EE | $0 | $2,811-100.0% | $2,427-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $3,255 | $4,623-29.6% | $4,115-20.9% | $6,531-50.2% |
| Admin fee / account holder | $10,216 | $12,126-15.8% | $10,320-1.0% | $14,480-29.4% |