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 | $160,533 | $176,105-8.8% | $159,474+0.7% | $167,536-4.2% |
| Participation rate | 80.0% | 85.0%-5.0pp | 82.8%-2.8pp | 82.1%-2.1pp |
| Annual return | 14.04% | 331.91%-317.9pp | 263.68%-249.6pp | 478.82%-464.8pp |
| Employer contribution / active EE | $853 | $5,299-83.9% | $4,831-82.4% | $4,839-82.4% |
| Participant deferral / active EE | $7,218 | $7,751-6.9% | $7,353-1.8% | $6,342+13.8% |
| Admin fee / account holder | $1,290 | $12,559-89.7% | $10,802-88.1% | $12,315-89.5% |