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 | $158,287 | $139,948+13.1% | $121,663+30.1% | $154,746+2.3% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.5%+25.5pp | 80.7%+19.3pp |
| Annual return | 14.44% | 230.52%-216.1pp | 147.54%-133.1pp | 172.34%-157.9pp |
| Employer contribution / active EE | $420 | $3,521-88.1% | $3,020-86.1% | $4,379-90.4% |
| Participant deferral / active EE | $12,501 | $5,629+122.1% | $4,887+155.8% | $6,730+85.7% |
| Admin fee / account holder | $2,827 | $17,321-83.7% | $14,289-80.2% | $14,365-80.3% |