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 | $204,348 | $183,592+11.3% | $155,574+31.4% | $145,877+40.1% |
| Participation rate | 77.8% | 82.7%-4.9pp | 78.2%-0.4pp | 80.3%-2.5pp |
| Annual return | 9.95% | 61.37%-51.4pp | 64.87%-54.9pp | 551.28%-541.3pp |
| Employer contribution / active EE | $1,009 | $5,317-81.0% | $4,676-78.4% | $4,663-78.4% |
| Participant deferral / active EE | $6,270 | $6,466-3.0% | $5,629+11.4% | $6,691-6.3% |
| Admin fee / account holder | $2,270 | $19,316-88.2% | $15,914-85.7% | $13,402-83.1% |