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 | $168,212 | $209,336-19.6% | $197,124-14.7% | $137,256+22.6% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 15.13% | 48.09%-33.0pp | 44.34%-29.2pp | 220.34%-205.2pp |
| Employer contribution / active EE | $1,216 | $6,591-81.5% | $6,227-80.5% | $4,156-70.7% |
| Participant deferral / active EE | $7,138 | $9,614-25.8% | $9,135-21.9% | $6,407+11.4% |
| Admin fee / account holder | $4,338 | $17,308-74.9% | $16,298-73.4% | $12,270-64.6% |