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 | $125,562 | $84,236+49.1% | $170,435-26.3% | $70,126+79.1% |
| Participation rate | 72.7% | 70.8%+1.9pp | 83.6%-10.9pp | 69.5%+3.2pp |
| Annual return | 15.10% | 23.06%-8.0pp | 205.94%-190.8pp | 73.15%-58.0pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,432-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $3,078 | $3,086-0.3% | $4,939-37.7% | $3,332-7.6% |
| Admin fee / account holder | $6,257 | $5,698+9.8% | $13,881-54.9% | $4,645+34.7% |