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 | $122,874 | $174,379-29.5% | $152,093-19.2% | $138,895-11.5% |
| Participation rate | 81.3% | 81.6%-0.4pp | 77.8%+3.5pp | 79.9%+1.3pp |
| Annual return | 13.60% | 74.86%-61.3pp | 66.36%-52.8pp | 145.39%-131.8pp |
| Employer contribution / active EE | $222 | $4,652-95.2% | $4,175-94.7% | $4,194-94.7% |
| Participant deferral / active EE | $2,137 | $6,159-65.3% | $5,451-60.8% | $6,396-66.6% |
| Admin fee / account holder | $4,095 | $16,880-75.7% | $14,497-71.8% | $12,562-67.4% |