Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $157,174 | $162,136-3.1% | $152,301+3.2% | $154,746+1.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 13.64% | 91.02%-77.4pp | 80.50%-66.9pp | 172.34%-158.7pp |
| Employer contribution / active EE | $119 | $4,890-97.6% | $4,624-97.4% | $4,379-97.3% |
| Participant deferral / active EE | $4,777 | $8,341-42.7% | $8,004-40.3% | $6,730-29.0% |
| Admin fee / account holder | $2,096 | $15,759-86.7% | $14,398-85.4% | $14,365-85.4% |