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 | $70,926 | $181,898-61.0% | $156,552-54.7% | $273,970-74.1% |
| Participation rate | 88.9% | 88.4%+0.5pp | 84.0%+4.9pp | 83.0%+5.9pp |
| Annual return | 6.42% | 30.74%-24.3pp | 32.23%-25.8pp | 41.46%-35.0pp |
| Employer contribution / active EE | $1,237 | $6,248-80.2% | $5,501-77.5% | $4,869-74.6% |
| Participant deferral / active EE | $4,998 | $5,550-9.9% | $4,871+2.6% | $5,287-5.5% |
| Admin fee / account holder | $17,921 | $15,560+15.2% | $13,028+37.6% | $10,132+76.9% |