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 | $77,083 | $181,896-57.6% | $156,551-50.8% | $273,972-71.9% |
| Participation rate | 70.0% | 88.4%-18.4pp | 84.0%-14.0pp | 83.0%-13.0pp |
| Annual return | 7.35% | 30.74%-23.4pp | 32.23%-24.9pp | 41.46%-34.1pp |
| Employer contribution / active EE | $1,079 | $6,248-82.7% | $5,501-80.4% | $4,869-77.8% |
| Participant deferral / active EE | $2,167 | $5,550-61.0% | $4,871-55.5% | $5,287-59.0% |
| Admin fee / account holder | $4,392 | $15,560-71.8% | $13,028-66.3% | $10,133-56.7% |