Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $97,494 | $114,119-14.6% | $107,187-9.0% | $138,895-29.8% |
| Participation rate | 87.0% | 78.1%+8.9pp | 75.0%+11.9pp | 79.9%+7.0pp |
| Annual return | 17.22% | 273.21%-256.0pp | 204.55%-187.3pp | 145.39%-128.2pp |
| Employer contribution / active EE | $640 | $4,059-84.2% | $3,782-83.1% | $4,194-84.7% |
| Participant deferral / active EE | $6,288 | $5,538+13.5% | $5,096+23.4% | $6,396-1.7% |
| Admin fee / account holder | $3,217 | $10,024-67.9% | $9,162-64.9% | $12,562-74.4% |