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 | $81,118 | $76,551+6.0% | $123,894-34.5% | $62,881+29.0% |
| Participation rate | 82.9% | 73.0%+9.9pp | 81.4%+1.5pp | 69.3%+13.6pp |
| Annual return | 11.84% | 18.68%-6.8pp | 47.52%-35.7pp | 20.14%-8.3pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,636 | $4,840-24.9% | $5,984-39.2% | $3,203+13.5% |
| Admin fee / account holder | $4,781 | $4,826-0.9% | $8,357-42.8% | $4,296+11.3% |