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 | $181,062-32.1% | $158,223-22.3% | $155,188-20.8% |
| Participation rate | 81.3% | 82.7%-1.4pp | 79.2%+2.0pp | 80.8%+0.4pp |
| Annual return | 13.60% | 57.39%-43.8pp | 52.09%-38.5pp | 148.84%-135.2pp |
| Employer contribution / active EE | $222 | $4,565-95.1% | $4,109-94.6% | $4,248-94.8% |
| Participant deferral / active EE | $2,137 | $6,134-65.2% | $5,467-60.9% | $6,531-67.3% |
| Admin fee / account holder | $4,095 | $18,825-78.2% | $16,047-74.5% | $14,480-71.7% |