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 | $186,610 | $172,111+8.4% | $150,298+24.2% | $137,256+36.0% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 12.23% | 69.37%-57.1pp | 62.79%-50.6pp | 220.34%-208.1pp |
| Employer contribution / active EE | $581 | $4,636-87.5% | $4,154-86.0% | $4,156-86.0% |
| Participant deferral / active EE | $2,019 | $6,166-67.3% | $5,453-63.0% | $6,407-68.5% |
| Admin fee / account holder | $13,010 | $16,471-21.0% | $14,116-7.8% | $12,270+6.0% |