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 | $173,337 | $212,386-18.4% | $199,883-13.3% | $138,895+24.8% |
| Participation rate | 83.3% | 87.4%-4.0pp | 86.8%-3.4pp | 79.9%+3.4pp |
| Annual return | 19.03% | 47.75%-28.7pp | 43.81%-24.8pp | 145.39%-126.4pp |
| Employer contribution / active EE | $1,118 | $6,625-83.1% | $6,261-82.1% | $4,194-73.3% |
| Participant deferral / active EE | $9,265 | $9,617-3.7% | $9,138+1.4% | $6,396+44.9% |
| Admin fee / account holder | $48,987 | $18,233+168.7% | $17,268+183.7% | $12,562+290.0% |