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 | $131,072 | $165,399-20.8% | $149,745-12.5% | $158,982-17.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 15.80% | 348.34%-332.5pp | 276.72%-260.9pp | 302.99%-287.2pp |
| Employer contribution / active EE | $841 | $5,105-83.5% | $4,646-81.9% | $4,763-82.3% |
| Participant deferral / active EE | $10,700 | $7,183+49.0% | $6,843+56.4% | $5,983+78.8% |
| Admin fee / account holder | $4,139 | $10,811-61.7% | $9,312-55.6% | $11,252-63.2% |