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 | $86,154 | $162,812-47.1% | $133,971-35.7% | $158,966-45.8% |
| Participation rate | 88.9% | 83.2%+5.7pp | 79.8%+9.0pp | 82.0%+6.9pp |
| Annual return | 11.31% | 41.94%-30.6pp | 45.09%-33.8pp | 302.95%-291.6pp |
| Employer contribution / active EE | $909 | $4,976-81.7% | $3,919-76.8% | $4,762-80.9% |
| Participant deferral / active EE | $4,399 | $5,910-25.6% | $5,047-12.8% | $5,983-26.5% |
| Admin fee / account holder | $2,334 | $11,741-80.1% | $8,929-73.9% | $11,250-79.2% |