Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $145,828 | $155,555-6.3% | $146,866-0.7% | $155,188-6.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 16.26% | 115.41%-99.2pp | 102.85%-86.6pp | 148.84%-132.6pp |
| Employer contribution / active EE | $688 | $4,647-85.2% | $4,425-84.5% | $4,248-83.8% |
| Participant deferral / active EE | $15,667 | $8,044+94.8% | $7,759+101.9% | $6,531+139.9% |
| Admin fee / account holder | $1,027 | $14,755-93.0% | $13,620-92.5% | $14,480-92.9% |