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 | $186,097 | $254,759-27.0% | $216,567-14.1% | $198,609-6.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 81.6%+18.4pp | 82.4%+17.6pp |
| Annual return | 16.22% | 10.04%+6.2pp | 12.94%+3.3pp | 202.70%-186.5pp |
| Employer contribution / active EE | $1,111 | $6,096-81.8% | $5,216-78.7% | $5,055-78.0% |
| Participant deferral / active EE | $7,718 | $6,948+11.1% | $6,191+24.7% | $6,977+10.6% |
| Admin fee / account holder | $54,424 | $26,311+106.8% | $21,981+147.6% | $19,030+186.0% |