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 | $244,722 | $124,336+96.8% | $111,303+119.9% | $167,518+46.1% |
| Participation rate | 80.0% | 79.6%+0.4pp | 77.3%+2.7pp | 82.1%-2.1pp |
| Annual return | 16.60% | 37.45%-20.8pp | 54.66%-38.1pp | 478.71%-462.1pp |
| Employer contribution / active EE | $484 | $3,436-85.9% | $2,731-82.3% | $4,838-90.0% |
| Participant deferral / active EE | $4,838 | $5,181-6.6% | $4,487+7.8% | $6,342-23.7% |
| Admin fee / account holder | $17,311 | $10,623+63.0% | $7,966+117.3% | $12,312+40.6% |