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 | $207,847 | $114,712+81.2% | $173,730+19.6% | $87,485+137.6% |
| Participation rate | 72.5% | 73.0%-0.5pp | 79.6%-7.1pp | 68.9%+3.6pp |
| Annual return | 17.13% | 20.18%-3.1pp | 19.96%-2.8pp | 26.06%-8.9pp |
| Employer contribution / active EE | $680 | $2,904-76.6% | $4,577-85.1% | $2,596-73.8% |
| Participant deferral / active EE | $6,223 | $4,642+34.1% | $6,326-1.6% | $4,274+45.6% |
| Admin fee / account holder | $2,494 | $10,210-75.6% | $17,523-85.8% | $7,775-67.9% |